Client Services & Application Specialist

Job Description:

As a Client Services & Application Specialist at Broker One Finance, you will play a critical role in assisting our clients through the financial application process, with a strong focus on promoting and managing our TransUnion Credit Sweep services. This is an independent contractor position, allowing flexibility in your work schedule while providing the opportunity to earn significant income based on performance.

Key Responsibilities:

1. Client Interaction & Support:

- Engage with potential clients generated through leads provided by the company.

- Guide clients through the process of applying for membership with various credit unions.

- Provide detailed information and support regarding the TransUnion Credit Sweep service and other financial products.

2. Application Management:

- Assist clients in completing finance applications, particularly for auto loans.

- Ensure all client information is accurately recorded and submitted.

- Follow up with clients to gather additional documentation or information as needed.

3. TransUnion Credit Sweep Promotion:

- Actively promote the TransUnion Credit Sweep service, highlighting its benefits to potential clients.

- Manage client inquiries and provide transparent communication regarding the process and timelines.

4. Sales & Commission-Based Earnings:

- Earn $50 for each successful sign-up for the TransUnion Credit Sweep service.

- Receive a bonus of double your earnings when you achieve four sign-ups within 14 days.

- Additional earnings from successful auto loan applications ($80-$150 per approved loan).

5. Training & Development:

- Participate in initial and ongoing training sessions to ensure a thorough understanding of the services offered.

- Stay updated on the latest financial products and services to provide clients with accurate and relevant information.

6. Client Onboarding & Follow-Up:

- Ensure that all new clients complete the necessary onboarding steps, including background checks.

- Maintain regular follow-up with clients to ensure satisfaction and address any concerns.

7. Compliance & Documentation:

- Adhere to company policies and procedures, including compliance with regulatory requirements.

- Ensure all documentation is properly filed and maintained.

Required Skills:

- Communication: Strong verbal and written communication skills are essential for engaging with clients and explaining complex financial concepts clearly.

- Customer Service: A customer-centric approach with the ability to handle inquiries, resolve issues, and ensure client satisfaction.

- Attention to Detail: Meticulous attention to detail to ensure all applications and documentation are completed accurately.

- Sales Acumen: Ability to promote and sell financial products, particularly the TransUnion Credit Sweep service.

- Time Management: Effective time management skills to balance multiple client interactions and tasks simultaneously.

- Tech-Savvy: Comfort with using CRM systems, online applications, and other digital tools required for managing client information and tasks.

Position Requirements:

- Minimum Hours: Candidates must be available to work a minimum of 4 hours per week.

- Performance Goals: Must achieve at least four client sign-ups within 14 days to maintain position eligibility.

- Background Check: A mandatory background check is required to ensure the candidate's suitability for handling sensitive financial information.

Additional Information:

- Independent Contractor Role: This is a 1099 independent contractor position, providing flexibility in how and when you work.

- Compensation: Potential to earn up to $1,500 per week based on performance.

- Training Provided: No prior experience is required as comprehensive training will be provided.

Ready to Join Us?

If you're ready to help people achieve financial freedom while building a successful career in finance, apply now! At Broker One Finance, you’ll have the chance to make a real difference while enjoying a flexible work schedule and competitive earnings.

Contact Information:

Visit: https://brokeronefinance.com/now-hiring