Call Center Specialist - Partial Remote
📋 Role Overview & Responsibilities
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.__________________________
Position Summary/Objectives:Primary Responsibilities:This position is responsible for originating appointments for our Commercial Loan Officers in accordance with Company assigned goals while maintaining compliance with established guidelines. Expectations include being well-versed in Oak Street’s loan structure, marketing loan products, and utilizing relationship selling techniques to cultivate relationships that ultimately lead to appointments for our current Loan Officers. Essential Functions include:Contacts potential clients with a prepared script to sell the benefits of an appointment with one of our Commercial Loan OfficersAdvises prospective insurance business owners on impacts of funding business growth90% of efforts focused on driving sales through outbound sales calls and correspondenceHandling multiple tasks with little supervisionWorking in conjunction with our Sales Team to ensure all appointments are properly documented, tracked & properly updated.Maintains database by entering, verifying, and updating informationMaintains highest levels of quality service by following organization standardsContributes to team effort by accomplishing related results as needed
Experience/Education/Critical Skills Required:Proven experience & results in a telemarketing/sales roleEstablished track record in an outbound originations environmentExcellent verbal communication skillsOrganized with analytical skillsDetail and results orientedCollege degree or comparable business experienceStrong PC skills
Compensation:Base pay plus tiered commission with an opportunity to participate in Oak Street Funding’s competitive benefits package.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.We are an E-Verify Employer.
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About Oak Street Funding:Indianapolis‐based Oak Street Funding (www.oakstreetfunding.com) is a family of diversified financial services companies that offers commission‐based commercial financing exclusively for insurance professionals and third‐party loan servicing for financial institutions. Oak Street utilizes industry knowledge, proprietary technology and passion to deliver top‐quality service and capital products to insurance and finance professionals nationwide. Oak Street Funding was recognized as a 2012 Indiana Company to Watch and honored as one of the Best Places to work in Indiana in 2013, 2014 and 2015.
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