Business Loan Lead Generation Executive
New
C
CrewBloomFinancial Services
Philippines. India. Pakistan. South AfricaFull-TimeMiddle
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Experience
- 1–3 years
- Required Skills
- Market ResearchLead GenerationCRM
Requirements
- 1–3 years of experience in business loan, mortgage, banking, or financial product lead generation
- Strong communication and persuasion skills
- Excellent telephone etiquette
- Familiarity with CRM software
- Good internet research skills
- Ability to qualify leads using predefined criteria
- Self-motivated with a target-oriented mindset
- Primary internet connection with a minimum speed of 15 Mbps
- Backup internet connection with at least 10 Mbps
- Desktop or laptop with Intel Core i5 (8th gen+), Intel Core i3 (10th gen+), or AMD Ryzen 5, and minimum 8 GB RAM
- Backup device meeting or exceeding Intel Core i3 performance
- Functioning webcam, noise-canceling USB headset, and smartphone
Responsibilities
- Generate qualified leads through outbound calls, online research, social media, referrals, and other lead generation channels
- Screen potential applicants based on the company's qualification criteria
- Verify customer eligibility before passing leads to the sales team
- Maintain accurate records of prospects in the CRM
- Follow up with interested prospects to nurture and convert them into qualified appointments
- Coordinate with the sales team to ensure smooth lead handover
- Achieve weekly and monthly lead generation targets
- Ensure compliance with data privacy and lending regulations
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