Business Loan Lead Generation Executive
Remote
EXPIREDRemoteFull TimeSenior LevelMedium
Full TimeSenior LevelMedium
Job Summary
Generate qualified leads through outbound calls, online research, social media, and referrals. Screen potential applicants based on qualification criteria and verify customer eligibility before passing leads to the sales team. Maintain accurate CRM records, follow up with interested prospects to nurture conversions, and coordinate with the sales team for smooth handovers. Achieve weekly and monthly lead generation targets while ensuring compliance with data privacy and lending regulations. Requires 1–3 years in business loan lead generation and strong communication skills.
Required Qualifications
- 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
- Backup connection must be capable of supporting work during a power outage
- Desktop or laptop equipped with at least Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor
- A minimum of 8 GB RAM
- A functioning webcam
- A noise-canceling USB headset
- A quiet, dedicated home office space
- A smartphone for communication and verification purposes
Desired Qualifications
- Experience working with loan brokers, NBFCs, banks, or fintech companies is an advantage
- Experience in financial services, lending, or loan lead generation preferred
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