Offer summary

Qualifications:

Proven sales experience in lending or financial services., Strong communication and interpersonal skills., Ability to handle objections and manage rejection professionally., Highly organized, detail-oriented, and self-motivated..

Key responsibilities:

Conduct daily outbound calls to engage and qualify potential leads.

Assist in preparing and packaging loan applications for review.

Coordinate and facilitate the loan process from application to funding.

Maintain accurate records of client interactions in the CRM.

Job description

This is a remote position.

Schedule: Monday to Friday, 8:00 AM – 5:00 PM (Sydney Time) with a 1-hour unpaid break

Total Weekly Hours: 40 hours

Our client is seeking a driven and proactive Internal Sales Agent to support our lending team. This is a customer-facing role focused on driving internal sales and guiding clients through the loan application process. The ideal candidate has a strong sales background—preferably in the lending or finance space—and thrives in a fast-paced, results-driven environment.

Key Responsibilities

Conduct daily outbound calls to engage and qualify potential leads
Assist in preparing and packaging loan applications for review
Coordinate and facilitate the loan process from application through to funding
Maintain accurate records of client interactions and updates in the CRM
Provide clear and consistent communication to clients throughout the process
Collaborate with internal teams to ensure smooth and timely loan processing

What We're Looking For

Proven sales experience, ideally in lending, financial services, or a related field
Strong communication and interpersonal skills
Ability to handle objections and professionally manage rejection
A customer-first mindset with a proactive and solution-oriented approach
Highly organized, detail-oriented, and self-motivated