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Professional Loan Advisor

Il y a 2 mois

ChoisyleRoi, Île-de-France Prelys Courtage Temps plein

About Prelys Courtage

Prelys Courtage is a leading provider of financial services, specializing in professional loans, loan insurance, credit consolidation, and consumer loans. With over 10 years of experience, our network has established itself as a trusted partner for businesses and individuals seeking financial solutions.

Job Summary

We are seeking a highly motivated and experienced Professional Loan Advisor to join our team. As a key member of our sales team, you will be responsible for developing and maintaining relationships with business owners and self-employed professionals, providing them with expert financial guidance and support.

Key Responsibilities

  • Assist business owners and self-employed professionals in managing their financial affairs through our wealth management services.
  • Develop and implement financial strategies to help clients achieve their goals.
  • Prospect and retain a network of business referrers to expand our client base.
  • Analyze and address the financial needs of potential clients.
  • Advise and support clients in their financial decision-making processes.
  • Build and maintain strong relationships with banking partners to ensure seamless financial solutions for our clients.
  • Analyze, track, and prepare financing applications for submission to banks.
  • Ensure the quality of our services for prospects, clients, and partners.

Requirements

  • Dynamism, resilience, and reactivity in a fast-paced sales environment.
  • Entrepreneurial spirit and autonomy to drive business growth.
  • Genuine sales aptitude and strong interpersonal skills to build trust with clients and partners.

About You

If you have previous experience as a professional advisor in a bank and thrive on challenges in a sales role, we encourage you to apply for this exciting opportunity to join our team at Prelys Courtage.