SALES ASSOCIATE

1-Pentagon Credit and Lending Corp; Biliran; On-site; PHP 200,880 - 312,480; Full time

Job summary

1-Pentagon Credit and Lending Corp in the Philippines is seeking a Sales Associate to identify potential clients, promote loan products, and guide applicants through the lending process. You will meet sales targets, manage client communications, collect documents, and coordinate with credit and underwriting teams to ensure timely loan processing.

Role requires strong customer service skills, knowledge of financial products, and the ability to work with clients directly in-person and by phone.

Qualifications

• Identify and reach out to potential customers who may need financial support from our loan products.
• Promote and explain the company loan products and services.
• Meet or exceed assigned sales targets and conversion rates.
• Guide clients through the loan application process, ensuring all required documents are collected.
• Coordinate with credit and underwriting teams to ensure timely loan processing.
• Maintain regular communication with clients regarding application status, repayments and renewals.

Responsibilities

• Identify potential customers and conduct outreach to promote loan products.
• Explain loan products and services to clients and answer questions.
• Guide applicants through the loan application process and collect documents.
• Follow up on leads and referrals to generate sales.
• Coordinate with underwriting to ensure timely processing of loans.

Skills

Sales

Customer service

Financial products knowledge

Communication skills

Tools

CRM software

Job description

Job Description

OVER-ALL PURPOSE OF JOB

The Sales Associate in a lending company is responsible for identifying potential clients, promoting loan products, guiding applicants through the lending process, and helping the company achieve its sales targets. The role involves direct interaction with clients, both in-person and via phone, and requires a good understanding of financial products, customer service, and basic credit principles.

FUNCTION AND RESPONSIBILITIES:

• Identify and reach out to potential customers who may need financial support from our products we offer.
• Promote and explain the company loan products and services.
• Meet or exceed assigned sales targets and conversion rates.
• Follow up on leads and referrals provided by marketing or generated through fieldwork.
• Guide clients through the loan application process, ensuring all required documents are collected.
• Maintain regular communication with clients regarding application status, repayments and renewals.
• Provide accurate information and resolve customer inquiries of concerns promptly.
• Ensure all applications and customer records are complete, accurate, and compliant with regulatory requirements.
• Assist in verifying client details and assessing eligibility based on basic credit checks or pre-screening criteria.
• Coordinate with the credit and underwriting teams to ensure timely loan processing.
• Maintain a daily log of customer interactions, applications, and follow ups.
• Prepare and submit activity and sales reports to supervisors.
• Collaborate with other sales associates and branch staff to achieve overall business goals.

Public Speaking Sales Support Sales Management Creative Problem Solving Relationship Building Customer Relationship Management Teamwork Attention to Detail Service Delivery Finance Industy

ELLEN GRACE CASANDRA

HR Director 1-Pentagon Credit and Lending Corp