Financial Sales/Consultant and Financial Operation Assistant

Eazzy3915

1. Financial Sales/Consultant:

RESPONSIBILITIES:
Generate new business using consultative sales approach.
Call qualified leads, schedule follow-ups and close the deal. no experience required
Follow up on all leads and maintain a very active pipeline daily.
Interview prospective clients to obtain data about their financial
Self-motivated, entrepreneurial, proactive & results driven
Prepare documentation and provide solutions to clients.
Good business acumen, with the ability to understand a prospect’s business model in a variety of industries
Serve as an enthusiast for company's product options.
Good organization and multi-tasking skills
Strong interpersonal, communication and negotiation skills with the ability to develop strong relationships both internally and with clients
Literally change the landscape of small business financing one conversation at a time!
Bring your thinking, strategies, and ideas to advance our company's values, unique culture, and vision for the future.
Ability to work with a limited amount of supervision.
Have a meaningful impact on the company's future.

QUALIFICATIONS:
Who We Look For:
A proven track record of meeting and exceeding sales targets, and keeping a pipeline full of qualified prospects
Excellent customer relations skills and sales and referral skills
An outgoing positive person who enjoys building relationships
Professional and enthusiastic presentation
Highly motivated, results-driven, self-starter who possesses integrity, a strong work ethic.
Strong organizational skills that reflect the ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail.
Think big. Need to have a desire to make a lot of money by getting bigger deals, cross-sells and up-sells.
Strong interpersonal skills and the ability to build relationships and trust quickly over the phone.
Very strong verbal communication skills.
Valid driver’s license, insurance, and reliable vehicle
Demonstrated proactive approaches to problem-solving in order to close the business.
Highly resourceful team member with the ability to be extremely effective both independently and as part of a sales team.
Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment with minimal supervision.
Proven successful skills in sales and service in a retail sales environment. Previous banking experiences a plus.
Must be computer literate with working knowledge of Word, Excel and Windows software, and the ability to efficiently operate standard office equipment, including a computer, printer, fax and calculator

Requirements:
Bachelors degree preferred
SALES EXPERIENCE OR FINANCIAL RELATED EXPERIENCE
Must speak CHINESE and English fluently.
AUTHORIZED TO WORK IN USA WITHOUT SPONSORSHIP

COMPENSATIONS:
Starting $12,000 Base and Commission, Average Annual Income Min $65,000 No Cap
Job Type: *Looking for Full Time and Intern, open position, near Flushing in New York.

2. Financial Operation Assistant

INTRODUCTIONS:
Eazzy is looking for a Financial Operation Assistant who will work directly with the manager in order to assist in daily office works. We are often overwhelmed with workload, so the desired candidate needs to be positive and possess creative problem solving skill, people skill, phone skill and a desire to learn and assist with everyday operations. The primary responsibilities of this position are document preparation, financial servicing and review of client accounts. The right candidate will have strong interpersonal skills, excellent organizational and analytical skills.
Follow up on all leads and maintain a very active pipeline daily.
Prepare documentation and provide solutions to clients.
Duties Include:
•        Assist in everyday office operation
•        Greet clients and direct them to the scheduled appointment
•        Answer phone calls, transfer and take message if necessary
•        Filling out forms and collecting documents from clients over the phone, email or in person
•        Organize files and prepare packages for the managers

QUALIFICATIONS:
•        Basic English skills
•        Bright and Positive personality, “can do” attitude and perseverance to finish tasks
•        General Phone Skills
•        General Computer skill and Microsoft Office Suite Knowledge
BANKING EXPERIENCE IS REQUIRED, and other loan operations experience and knowledge of lending procedures and regulatory guidelines is preferred.
Education & Experience Requirements:
Bachelors degree preferred

Please submit your resume to hr@eazzyconsulting.com for application indicating the position