Telesales - Financial Services

Overview

Key responsibilities

• Make outbound calls to potential customers to promote financial services and products
• Identify and qualify sales opportunities through effective questioning and active listening
• Explain the features and benefits of financial products to potential customers
• Handle objections and effectively negotiate to close sales
• Maintain accurate records of sales activities and customer interactions in the CRM system
• Meet or exceed sales targets and KPIs set by the organization
• Provide excellent customer service to ensure customer satisfaction and retention
• Follow up with prospective customers who expressed interest but did not make an immediate purchase
• Stay informed about the latest industry trends financial products and services
• Collaborate with the sales team to share best practices and contribute to overall team success

Required qualifications

• Proven experience in telesales or a similar sales role
• Strong knowledge of financial products such as loans credit cards and investment options
• Excellent verbal communication and active listening skills
• Ability to build rapport and establish trust with potential customers over the phone
• Proven track record of meeting and exceeding sales targets
• Strong negotiation and objectionhandling skills
• Familiarity with CRM systems and sales process management
• Ability to work in a fastpaced targetdriven environment
• Highly motivated and resultsoriented
• Good organizational and time management skills
• Bachelor s degree in Business Finance Marketing or related field is preferred
• Professional certification in sales or financial services is a plus
• Understanding of regulatory requirements and compliance related to financial sales
• Ability to adapt to changes and embrace continuous learning
• Team player with a strong sense of accountability and responsibility

sales,communication,negotiation,sales process,crm