Telephone Sales Executive

hace 4 semanas

San José, Costa Rica Monifai A tiempo completo

Overview:
Estamos buscando un Ejecutivo de Ventas Telefónicas orientado al cliente para contribuir al éxito general del Departamento Comercial de Monifai y garantizar que los volúmenes de ventas cumplan con las expectativas establecidas en el plan de ventas. Serás responsable de desarrollar las actividades diarias de este rol en base a las normas, políticas y procedimientos internos de la empresa.

**Empoderar a las personas con soluciones de préstamos rápidas y efectivas.**

Monifai es un líder de mercado emergente que ofrece soluciones financieras digitales seguras para ayudar a las personas a crecer y prosperar. Como la primera fintech certificada cash-free en Costa Rica, estamos ampliando nuestro acceso al capital a nuevos mercados en Costa Rica y en todo Latinoamérica.

We’re seeking a customer-oriented Telephone Sales Executive to contribute to the overall success of the Monifai Commercial Department and ensure sales volumes meet expectations set in the sales plan. You will be responsible for developing the daily activities of this role based on company rules, policies, and internal procedures.

**Empowering people with fast and effective lending solutions.**

Monifai is an emerging market leader, providing secure digital financial solutions to help people grow and thrive. As the first cash-free certified fintech in Costa Rica, we are expanding our access to capital to new markets in Costa Rica and across Latam.

**Responsibilities**:
**En esta posición**:

- Se realizarán ventas telefónicas de los productos de la empresa, asesorando a los clientes sobre qué productos se adaptan a sus necesidades.
- Se administrará responsablemente la base de datos de ventas telefónicas de Monifai, actualizando con precisión la información de los clientes potenciales.
- Se hará seguimiento del proceso de venta telefónica y los guiones de venta proporcionados por Monifai para asegurarse de que el cliente comprende el producto y las condiciones de compra.
- Se comprenderá la cultura de riesgo de Monifai y seguirla en las actividades diarias y en la toma de decisiones.
- Se operará de manera efectiva y eficiente para garantizar la adecuación, el cumplimiento y la eficacia de los controles comerciales que reducen el riesgo de cumplimiento operativo, el riesgo de lavado de dinero y el riesgo de financiamiento del terrorismo, incluidas las responsabilidades bajo el Marco de Riesgo Operacional, el Marco de Gestión de Riesgo de Incumplimiento Normativo, el Manual Internacional sobre Prevención de Blanqueo de Capitales y Financiamiento del Terrorismo y las Directrices de Conducta Empresarial.
- Se mantendrá un proceso integral de gestión de riesgos en la relación con los clientes y realizará la debida diligencia requerida a los proveedores según lo estipulan las políticas de Monifai.

**This role will**:

- Conduct telephone sales for the company’s products, advising customers on what products suit their needs.
- Responsibly manage Monifai’s phone sales database, accurately updating lead information.
- Follow the telephone sales process and sales scripts provided by Monifai to ensure the customer understands the product and conditions of purchase.
- Understand Monifai’s risk culture and follow it in daily activities and decision-making.
- Operate effectively and efficiently to ensure adequacy, compliance, and effectiveness regarding business controls reducing operational compliance risk, money laundering risk, and terrorist financing risk, including responsibilities under the Operational Risk Framework, the Regulatory Non-Compliance Risk Management Framework, the International Manual on Money Laundering Prevention and Terrorism Financing and the Guidelines for Business Conduct.
- Maintain a comprehensive risk management process in customer relationships and perform due diligence required for suppliers as stipulated by Monifai’s policies.

Qualifications:
**En esta posición se requiere**:

- Título de Bachillerato en Educación Media.
- Al menos 2 años de experiência en venta telefónica de productos financieros o de seguros.
- Dominio de Microsoft Office.
- Conocimiento del mercado local y regulatorio.
- Experiência con productos de crédito.
- Dominio del inglés escrito y oral es un plus.

**In this role**:

- A high school diploma is required.
- Proficiency in both written and spoken English is required.
- At least 2 years of experience in telephone sales for financial or insurance products are required.
- Proficiency with Microsoft Office is required.
- Knowledge of the local and regulatory market is required.
- Experience with credit products is required.

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