Post job

Sales Professional jobs at Arrow Financial Services LLC

- 590 jobs
  • Sales Specialist

    Equity Lifestyle Properties, Inc. 4.3company rating

    Monee, IL jobs

    What you'll do: This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The role would be working out of our community, Golf Vista Estates located in Monee, IL. Selling, processing, and closing homes in accordance with company business plans. Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes. Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites. Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication. Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics. Monitoring and recording daily customer traffic utilizing company-designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow-up. Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities. Creating sales agreements, which may include the calculation of sales tax and monthly payment plans as well as running credit checks. Attending regular rally meetings to review sales and marketing strategies. Meeting with residents and buyers to list and sell homes, and keeping a database of available homes for sale. Collaborating with the Community Manager, Regional Sales Manager, and/or Regional Manager to develop the community sales and marketing plans. Participating in regional call campaigns and community events. As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courtesy, respect, and customer service to self-generate sales. Experience & skills you need: Strong customer service and sales skills with a proven history of success. Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team. Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals. Ability to work in a fast-paced and team-centered environment. Ability to work weekends regularly. Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions. Ability to problem solve and be detail-oriented. Understand and follow company company-established policies and procedures. Enjoy collaborating as a team player with a strong work ethic, accepting constructive feedback, and following directions from managers. Committed to self-development of sales, marketing, and technological advancements. Enjoy self-generating sales through outreach and marketing initiatives. Ability to use the Microsoft Office suite of products, including Outlook and Excel. You have a valid driver's license and a clean driving record. This is required.
    $60k-80k yearly est. 3d ago
  • Service&Support Sales Consultant

    Itc Worldwide 4.7company rating

    New York jobs

    ************************** The IT Service & Support Sales Consultant will be responsible for the promotion of the Service & Support, have a familiarity with our legacy On-prem Business Applications such as ERP and CRM products, and an understanding of how to apply new products successfully into current customer applications. The IT Service & Support Sales Consultant will work closely with the customer through our sales channels in coordination with the Regional Sales, including our Distributor Sales, Resellers, Integrator network and Engineering Teams in recognizing the needs of the customer, promoting solutions, and making recommendations. To be successful, Service & Support Sales Consultant will be responsible for developing a good rapport with customers while working with our sales network. EXPERIENCE: 3+ years of Service & Support Sales experience Excels at creating pricing proposals, negotiating terms and managing the contract process. Credible - Experience selling to a technical and business audience, building trust and mutual respect. Passionate - Think creatively and possess strong interpersonal and communication skills to make complex contractual, technical, and financial details sound simple. Travel - Must be open to travel to meet with clients. Experience building Playbook ; Pipeline Package Details Contract W2 role for an experienced Tech Seller! Base Salary (Draw) W2 Commissioned: from 1-3% on lifetime Support + Bonus on Managed Services +Cash Bonus What's in it for you Qualified Leads Technical Sales & Service Support Product Selling Training Provided Dynamics 365 - CRM Dynamics 365 - Business Central Microsoft 365 ISV Solutions (Offers) Neural Impact Sales Optimization Training Differentiation & Engagement Effective Discovery & CIO Engagement Project Impact & Objection Handling $ 150,000.00 (US Dollar) BIzzApp Sales 2. Acct exec 3. services & support consult
    $150k yearly 60d+ ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Roxboro, NC jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $43k-80k yearly est. Auto-Apply 1d ago
  • Bilingual Loan Sales Specialist

    Onemain Financial 3.9company rating

    Aurora, IL jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Bilingual - Spanish Preferred: Sales, Collections or Customer Service experience Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Target base salary range is $18.00-$22.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $18-22 hourly Auto-Apply 5d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Marinette, WI jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $37k-69k yearly est. Auto-Apply 4d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Appleton, WI jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $38k-70k yearly est. Auto-Apply 5d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Riverhead, NY jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site PAY: Target base salary range is $18.00-$22.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
    $18-22 hourly Auto-Apply 5d ago
  • Sales Support Consultant

    Northwestern Mutual 4.5company rating

    Milwaukee, WI jobs

    Act as a sales coach and consultant to our advisors on our life insurance products; eventually to include Disability and Long-Term Care as well. On a high performing team of deep experts, provide case consultations using sales execution strategies within the context of client financial planning. Possess a mindset of innovation and drive excellence in field sales support by combining product knowledge, sales strategies and emerging technology solutions. Primary Duties & Qualifications: Drive advisor engagement to deliver insurance product education and training to support our advisors and their growth. Define the implementation of product solutions to complete financial plans and guide the future of our support activities. Collaborate across departments and divisions to align to our mission and goals by leading high impact projects and/or have liaison responsibilities for various regions, product areas and/or market segment teams. Deliver training on a full breadth of products, markets, sales concepts and related planning topics to advanced audiences (e.g. field leadership and senior management). Deliver expert guidance to a variety of audiences and collaborate closely with the Regional Sales Team to help them achieve corporate sales goals. Featured speaker at events in the home office or in the network office on planning, product and markets Act as a sales coach and consultant to our advisors on our life insurance products; eventually to include Disability and Long-Term Care as well. On a high performing team of deep experts, provide case consultations using sales execution strategies within the context of client financial planning. Possess a mindset of innovation and drive excellence in field sales support by combining product knowledge, sales strategies and emerging technology solutions. Key contributor to the launch of a new life insurance product series. Drive advisor engagement to deliver insurance product education and training to support our advisors and their growth. Define the implementation of product solutions to complete financial plans and guide the future of our support activities. Collaborate across departments and divisions to align to our mission and goals by leading high impact projects and/or have liaison responsibilities for various regions, product areas and/or market segment teams. Deliver training on a full breadth of products, markets, sales concepts and related planning topics to advanced audiences (e.g. field leadership and senior management). Deliver expert guidance to a variety of audiences and collaborate closely with the Regional Sales Team to help them achieve corporate sales goals. Featured speaker at events in the home office or in the network office on planning, product and markets Qualifications: Bachelor's degree in business, finance, marketing or related field desired. Minimum of 8 years' experience in a financial services environment focused on presenting and educating the audience on a multitude of financial products. In-depth understanding of financial services products including financial planning. Excellent knowledge and application of consultation skills. FINRA Series 6 required Confident ability to consult with the field on complex topics and scenarios and propose effective, needs-based solutions. Ability to identify and address the problems, opportunities, wants and needs of the field and their clients in a suitable manner. Demonstrated ability to be a team player. Excellent ability to assert own ideas and persuade others to a point of view. Ability to gain support and commitment from others while mobilizing them to take action. Demonstrated ability to lead large and/or high impact projects, or has had liaison responsibilities across division or departments for Region, Product or Markets. Demonstrated ability to develop and deliver clear and smooth presentations. Demonstrated ability to carry self well in all settings including large group engagements. This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $76,650.00 Pay Range - End: $142,350.00 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
    $76.7k-142.4k yearly Auto-Apply 25d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Oneida, NY jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site PAY: Target base salary range is $18.00-$22.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
    $18-22 hourly Auto-Apply 2d ago
  • Annuity Sales Consultant

    Ameriprise Financial 4.5company rating

    Charlotte, NC jobs

    The Annuity Sales Consultant in Wealth Management Solutions is an internal sales role responsible for case consultation with financial advisors on annuity offerings available through the Ameriprise Financial broker/dealer. Develop a specialty expertise in annuities while helping advisors navigate through the sales process. Provide annuity carrier comparisons, product suggestions, sales materials and illustrations based on client needs. Key Responsibilities Provide inbound phone queue sales support, place outbound telephone calls, and return advisor emails to support annuity sales in an assigned region. Provide day-to-day case consultation to advisors tailoring annuity recommendations based on client needs. Provide approved sales materials and illustrations as needed. Support advisors with product training, order entry, licensing, compliance, and new business inquiries. Serve as the liaison between advisors, carriers, and various departments on intensified issues. Develop deep annuity product knowledge across multiple carriers and product types (primarily variable, fixed indexed, fixed, structured and immediate annuities). Develop broad expertise of LTC and insurance offerings to effectively guide advisors to appropriate BGA, carrier or resources. Build and maintain effective relationships with multiple departments, annuity carriers and key resources. Present solutions, tools, and resources via Teams/web conferencing. Use Salesforce as a territory management tool to track activity and manage pipelines. Required Qualifications Bachelor's Degree or equivalent in a related field 5+ years of relevant experience in the financial services industry Active Series 6 or Series 7 Active State securities registration (Series 63 or 66) Insurance licensed with life/health and variable lines or ability to obtain within 120 days Ability to work independently, collaborate with teammates and share standard methodologies Ability to influence others through consultative/solutions-based selling Effective verbal, written and interpersonal communication skills Ability to handle multiple assignments and meet deadlines in a fast-paced environment Preferred Qualifications Previous experience as an annuity wholesaler or sales consultant About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $69,900 - $94,400/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Sales Line of Business FPPS Wealth Management Solutions
    $69.9k-94.4k yearly Auto-Apply 49d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Yonkers, NY jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) PAY: Target base salary range is $19.00-$23.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $19-23 hourly Auto-Apply 5d ago
  • Internal Sales Consultant

    Ascensus 4.3company rating

    Greensboro, NC jobs

    The Internal Sales Consultant (ISC) is a member of the Inside Sales organization and is tasked with identifying, developing, and maintaining selling relationships in the broker-dealer community within their assigned territory. Drives revenue growth and acceleration within assigned regions and proactively seeks out new ways and solutions to continue to increase revenue growth. This is a high-performing outbound sales production role. Section 2: Job Functions, Essential Duties and Responsibilities Identify and cultivate new business opportunities through calling efforts, mail/email campaigns, referrals, and social media activity. Partner effectively with external sales counterparts and generate monthly sales results within an assigned geographic region in the financial advisor channel and TPA network Manage prospects throughout the sales cycle, resulting in closed business. Develop and strengthen relationships with key advisors and centers of influence. Deliver sales presentations to key advisors primarily via phone and web presentations. Schedule meetings for External partner(s) with key prospects and producers. Develop and share proactive sales techniques that lead to increased revenue. Professionally represent Ascensus at conferences and educational forums. Portray a strong understanding of the retirement plan industry and a mastery of Ascensus retirement plan products and services. Be able to delegate and provide direction to team Sales Associates. Mediate and resolve escalated client service issues when necessary for producers. Assist in the creation and management of the territory travel rotation. Assist in the development of territory business plans. Identify ways to attract and retain new clients. Manage all business and sales related information within CRM - Microsoft Dynamics Work and thrive independently with little to no supervision Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor's degree in business or related field or equivalent work experience 1-3 years' experience in the retirement industry Excellent written and oral communication skills Demonstrated ability to influence decision makers Demonstrated understanding of social selling concepts and practices Excellent presentation skills Exceptional attention to detail Comprehensive knowledge of retirement plans with knowledge of IRS and ERISA regulations Excellent analytical and problem resolution skills Ability to work well under pressure with multiple priorities and deadlines Able to effectively render sound advice and judgment within company guidelines and ERISA rules Proficiency in MSOffice software applications, specifically Excel Experience with CRM - Microsoft Dynamics and/or Salesforce.com Ability to manage pipeline information and reports, data, and insights of a sales territory Proven ability to generate revenue and drive sales growth We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
    $80k-110k yearly est. Auto-Apply 60d+ ago
  • Professional Outside Advertising Sales & Marketing Specialist

    Windy City Marketing 4.4company rating

    Chicago, IL jobs

    US + YOU = SUCCESS! US: For over 20 years, we have produced unique premium printed direct mail advertising. Our direct mail products, inside chicago™ & inside las vegas™ remain fresh and effective, even in this digital age. Additionally, we do have opportunities with our online venue, ******************** which provides extra motivational advertising for our clients. Our company is a solidly built small business with heart, soul, and a mission to share in success. +YOU: Attributes: We have a philosophy when it comes to hiring- we look for the best people within the field to represent our company. If people describe you as having an energetic spirit with charm and intelligence, you're self-motivated and your heart pumps green for sales, then we are looking for you. You must live in Chicago or Las Vegas and be able to travel to all areas surrounding these two locations. Preferred Attributes: A well seasoned trained sales professional who can jump in with both feet. Minimum of 3 years outside sales experience required, with at least 1 year in motivational / advertising sales. However, we will train the right person for our specific advertising / marketing industry. A highly qualified applicant will: Prospect new leads, live cold calling & email cold calling experience. Earn relationships with clients, construct proposals and contracts within selling guidelines. Demonstrate top-notch communication and presentation skills with the ability to sell at all decision making levels. Be reliable, self-motivated, flexible, and adaptable to adjust to new situations. Maintain focus and productivity to meet deadlines. Strategically and creatively think in a fast-paced environment. Access potential business, negotiate favorable terms and acquire prospective commitment. = SUCCESS Join the team and tap into a unique lifestyle career. We feel a sales career is a blessing for those who embrace it-in turn creating a very well lived life, filled with generous personal and professional balance. A highly qualified candidate could receive a compensation package that includes salary, benefits and a great commissions plan. For more information on our company, visit ******************************* To apply: please send a resume with cover letter to ***************************
    $43k-67k yearly est. Easy Apply 60d+ ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Webster, NY jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. Target base salary range is $17.00-$20.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
    $17-20 hourly Auto-Apply 5d ago
  • SAP Sales & Distribution Consultant

    Tata Consulting Services 4.3company rating

    Charlotte, NC jobs

    Must Have Technical/Functional Skills Requirements: * Minimum 8 years of experience and at least 2 SAP SD full life cycle implementation experience in SAP ECC including experience with data migration. * Experience with data migration tools and methodologies, like LSMW and other tools * Familiarity with ABAP for custom extraction or transformation scripts. * Participate in team meetings to discuss project updates and progress. * Involvement in process improvements, system enhancements, and general problem solving to improve customer experience and team effectiveness Project-Specific Requirements: * Ability to identify the required fields, tables, and relationships in SAP for SD data migration. * Prepare and execute data migration strategies for the transfer of SD data to SAP. * Develop detailed mapping of SD-related data between legacy systems and SAP and define transformation rules for moving data, ensuring that configurations are properly mapped. * Well versed with Implementation onsite-offshore delivery models. * Ability to work under tight deadlines and manage multiple priorities. Roles & Responsibilities Responsibilities: We are seeking an experienced SAP Sales & Distribution (SD) consultant to join our team with strong experience in designing and implementing SD solutions and data migration. Associate will work closely with business stakeholders, technical teams and project managers to deliver end to end solutions with focus on system configuration, integration and data migration from legacy systems. Key Responsibilities: * Gather and analyze business requirements as well as design & implement key OTC processes including Sales Orders, Pricing, Delivery, Billing, Credit Management. * Coordinate with other SAP functional modules like MM, FICO, PP, WM etc. for seamless integration. * Define data migration strategy and plan for OTC related data (Customer master, Pricing, POSO etc.) * Perform data validation and reconciliation in coordination with business and IT stakeholders * Develop data migration templates and support mock-cutover and go-live activities Base Salary Range: $120,000 - $150,000 per annum TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. < p class="pf0">Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. #LI-SV2 #LI-KUMARAN
    $120k-150k yearly 2d ago
  • Loan Sales Specialist

    Onemain Financial 3.9company rating

    Quincy, IL jobs

    At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Target base salary range is $15.00-$19.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
    $15-19 hourly Auto-Apply 5d ago
  • Sales Consultant- NYC/CT

    Nova 401 4.1company rating

    New York, NY jobs

    Nova 401(k) Associates is one of the fastest growing TPA firms in the country, and we are looking to further expand our presence. We provide consulting and pension administration services for all types of qualified retirement plans including: 401(k), 403(b), 457(b), and Cash Balance/Defined Benefit Plans. We proactively go to the marketplace to target retirement plan advisors and some of the largest record-keepers in the industry to provide the best retirement plan services possible. We are looking to add to the most dynamic TPA sales team in the country in key metropolitan areas. If you are in or around NYC/CT metro area; Detroit, MI; Kansas City, MO/St. Louis, MO; Nashville, TN; ; Boston, MA; San Francisco, CA or the Pacific Northwest; have an interest in the responsibilities outlined below, and meet some combination of the stated requirements, please consider joining our team. This is a full-time position for an energetic and self-motivated individual looking for an opportunity to prove their ability in sales. Primary Responsibilities: Identify Investment professionals in assigned region to promote Nova services Participate in point-of-sale presentations to plan sponsors to represent Nova's solutions Maintain frequent contact with key producers through on-site visits, seminars, webinars, conference calls, and other presentation media Understand the competitive industry environment; identify and analyze market trends while providing recommendations and feedback to the management team Build and service strong and mutually beneficial relationships with our intermediary partners Travel to offsite periodic sales training Requirements: Bachelor's degree in Marketing, Sales, Business, or related field or equivalent work experience Sales experience (related or not); preferably internal or external wholesaling Excellent sales and negotiation skills Excellent interpersonal and customer service skills Excellent organizational skills and attention to detail Ability to function well in a high-paced and at times stressful environment Proven sales ability a plus; must be able to move the needle Strong ability to build relationships and create partnerships Confident presentation skills Knowledge of retirement industry products and services for our respective market space is a plus We offer a competitive base salary in the range of $65,000 to $75,000, with additional performance-based bonuses. The total compensation package includes base salary, commission and bonuses, providing an opportunity for high achievers to significantly enhance their overall earnings. Benefits package includes: health, dental, and vision coverage, paid vacation, a 401(k) Plan, and a HSA. Veterans are encouraged to apply. We get it. We listen. We communicate. Click Here to review our Privacy Policy
    $65k-75k yearly Auto-Apply 60d+ ago
  • Community Mortgage Bank Sales Consultant

    Wells Fargo Bank 4.6company rating

    Hempstead, NY jobs

    About this role: Wells Fargo is seeking a Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at *********************** In this role, you will: Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required Exercise some independent judgment when conducting outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities Interact with customers to understand their needs and provide high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs Process low to moderately complex loan applications for mortgage transactions and review rates and terms within guidelines Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners to meet the needs of clients throughout the origination process Stay informed of mortgage industry trends and developments in the assigned market; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Mortgage industry experience Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources Knowledge and understanding of sales prospecting and generating referrals Experience with educating clients on various mortgage purchase programs Experience developing and cultivating professional relationships Customer service experience Basic Microsoft Office skills Excellent verbal, written, and interpersonal communication skills Ability to provide leadership by coaching, training, and mentoring Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Willingness to travel Reliable transportation Ability to work nights, weekends, and/or holidays as needed or scheduled Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $0.00 - $0.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 30 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $65k-115k yearly est. 60d+ ago
  • Mortgage Consumer Direct Sales Consultant (SAFE)

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    About this role: Wells Fargo is seeking a Mortgage Consumer Direct Sales Consultant to support our Consumer Direct Team. Our Consumer Direct team builds strong relationships with consumers and referral partners to help our customers reach their personal and financial goals through homeownership. Mortgage Consumer Direct Sales Consultants provide answers and guidance regarding mortgage-related products and services for clients, customers, and potential customers. Our Mortgage Consumer Direct Sales Consultants thrive on customer interaction and never miss an opportunity to enhance and deepen the customer's relationship. They are skilled communicators, organized, have strong integrity, are highly motivated, and strive to reach and meet goals. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Manage inbound and outbound calls, with follow-up to existing and potential customers offering Wells Fargo mortgage products and services * Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs * Present recommendations for resolving more complex situations, and exercise some independent judgment while developing understanding of loan applications, pricing loans, or locking loan rates * Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process * Maintain high standard of client satisfaction by ensuring timely and proactive customer communication * Navigate between multiple screens, databases and applications to accurately capture information needed from the customer, while holding a conversation * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience in loan origination * Strong understanding of mortgage sales, origination processes and industry regulations * Experience working in goal-driven environments * Experience in sales * Experience communicating financial concepts to customers * Strong communication skills both interpersonal and written and the ability to thrive in a fast-paced environment. * Detail-oriented with strong organization and time management skills Job Expectations: * This position is not eligible for Visa sponsorship * This position offers a hybrid work schedule. * Willingness to work on-site at the location(s) listed on the job opening * Ability to work weekdays, weekends and holidays as needed or scheduled * Site hours of operation are Monday-Friday 8:00am-6:00pmEDT; Saturday 9:00am-5:00pmEDT * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location(s): * 1525 W WT Harris Blvd, Charlotte, NC 28262 Posting End Date: 30 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $59k-102k yearly est. 9d ago
  • Mortgage Consumer Direct Sales Consultant (SAFE)

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    **About this role:** Wells Fargo is seeking a Mortgage Consumer Direct Sales Consultant to support our Consumer Direct Team. Our Consumer Direct team builds strong relationships with consumers and referral partners to help our customers reach their personal and financial goals through homeownership. Mortgage Consumer Direct Sales Consultants provide answers and guidance regarding mortgage-related products and services for clients, customers, and potential customers. Our Mortgage Consumer Direct Sales Consultants thrive on customer interaction and never miss an opportunity to enhance and deepen the customer's relationship. They are skilled communicators, organized, have strong integrity, are highly motivated, and strive to reach and meet goals. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* . **In this role, you will:** + Manage inbound and outbound calls, with follow-up to existing and potential customers offering Wells Fargo mortgage products and services + Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs + Present recommendations for resolving more complex situations, and exercise some independent judgment while developing understanding of loan applications, pricing loans, or locking loan rates + Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process + Maintain high standard of client satisfaction by ensuring timely and proactive customer communication + Navigate between multiple screens, databases and applications to accurately capture information needed from the customer, while holding a conversation + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience in loan origination + Strong understanding of mortgage sales, origination processes and industry regulations + Experience working in goal-driven environments + Experience in sales + Experience communicating financial concepts to customers + Strong communication skills both interpersonal and written and the ability to thrive in a fast-paced environment. + Detail-oriented with strong organization and time management skills **Job Expectations:** + This position is not eligible for Visa sponsorship + This position offers a hybrid work schedule. + Willingness to work on-site at the location(s) listed on the job opening + Ability to work weekdays, weekends and holidays as needed or scheduled + Site hours of operation are Monday-Friday 8:00am-6:00pmEDT; Saturday 9:00am-5:00pmEDT + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary **Posting Location(s):** + 1525 W WT Harris Blvd, Charlotte, NC 28262 **Posting End Date:** 30 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-508986
    $59k-102k yearly est. 8d ago

Learn more about Arrow Financial Services LLC jobs