Finance Solutions Specialist – Sales & Onboarding

Bosta; Cassowary Coast Regional; On-site; AUD 45,000 - 75,000; Full time

Job summary

Bosta is seeking a motivated sales professional in Australia to conduct outbound and inbound calls promoting financing products and assessing client needs. You will manage a high volume of leads with disciplined follow-up and maintain CRM data in line with internal policies.

Collaborating with internal teams to resolve issues and support client onboarding, you will chase monthly sales targets and KPIs while gaining exposure to digital finance platforms and stakeholder management in a fast-paced

Qualifications

• Negotiation and persuasion skills.
• Strong customer service mindset and attention to detail.
• Basic understanding of financial products and digital finance platforms.
• Experience with CRM systems.

Responsibilities

• Conduct outbound and inbound sales calls to promote financing products.
• Assess customer needs and recommend appropriate financial solutions.
• Manage a high volume of leads with disciplined follow-up.
• Achieve monthly sales targets and performance KPIs.
• Maintain accurate CRM data and ensure compliance with internal policies.
• Collaborate with internal teams to resolve issues and support client onboarding.

Skills

Negotiation

Customer service

Understanding of financial products

Stakeholder management

Effective communication

0-2 years experience

Tools

CRM software

Job description

Bosta is seeking a motivated sales professional in Australia to conduct outbound and inbound calls promoting financing products and assessing client needs. You will manage a high volume of leads with disciplined follow-up and maintain CRM data in line with internal policies.

Collaborating with internal teams to resolve issues and support client onboarding, you will chase monthly sales targets and KPIs while gaining exposure to digital finance platforms and stakeholder management in a fast-paced