• Provide personalized service to clients. • Participate in online sales meetings (video calls) for various products. • Conduct continuous follow-up (calls and messages) with a strong focus on sales performance and client recovery. • Take part in team meetings and strategic alignment sessions. • Recover leads that have stalled and not progressed through our sales funnel. • Ensure you generate demand from new clients rather than relying solely on the company’s marketing. • Flag bottlenecks in the sales funnel, and issues with lead quality or volume to the marketing team. • Update the CRM daily. • Perform a high volume of follow-up activities. • Be available to participate in alignment rituals (daily, weekly, biweekly and monthly meetings). • Be results-driven and comfortable with challenging targets.

• Prospect entrepreneurs at scale with speed and accuracy • Book your own meetings • Work with inbound and outbound leads • Close complex sales • Commit to studying the sales process weekly

• Review closed loan files for accuracy, completeness, and compliance with investor and regulatory requirements • Identify, research, and resolve investor suspense items to ensure timely purchase of loans • Maintain detailed records of suspense resolution activities and communicate status updates to management • Oversee compliance with investor policies to mitigate any suspense items preventing purchase

• Conduct consultative sales meetings with leads qualified by the SDR team; • Diagnose the situation, needs, and objectives of each prospective client; • Lead commercial presentations and product/service demonstrations; • Prepare and present commercial proposals; • Execute structured follow-ups to increase close rates; • Log all interactions, activities, and opportunities in the CRM; • Keep the sales pipeline updated and organized; • Monitor commercial metrics such as conversion rate, number of meetings, proposals, and closures; • Collaborate with marketing and SDR teams to optimize the sales process; • Participate in training, alignment meetings, and continuous development; • Meet sales and revenue targets set by the company; • Identify opportunities to improve the sales process and contribute to the operation's development;