Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
To actively cross selling Banking/Financial products.
Assess/evaluate and propose credit applications diligently.
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Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
To actively cross selling Banking/Financial products.
Assess/evaluate and propose credit applications diligently.
...
Drive Partner Acquisition: Proactively recruit, engage, and maintain relationships with strategic referral partners (Nationwide HLA agents) to drive mortgage and auto loan submissions.
Agency Briefings: Plan and conduct regular briefing sessions for HLA agents and strategic partners to promote referral programs, product updates, and campaign initiatives.
Target Achievement: Own and hit assigned sales targets for mortgage and auto loan referral volumes.
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