Inside Sales Associate

About Zolve

Welcome to the financial frontier of limitless possibilities - welcome to Zolve. We're not just a fintech; we're architects of a financial revolution, crafting a narrative that transcends borders. At Zolve, we believe in rewriting the rules of finance to empower global citizens, nomads, and dreamers to navigate the world without constraints.

Zolve is the world's first cross border neo-bank which helps migrants get access to credit in the new country based on their home country credit score. Zolve’s cross-border capabilities enable global citizens to access financial products such as checking accounts, credit cards, remittances, insurances, and loans seamlessly, helping them to be financially free to pursue their ambitions, without limiting the services to a particular country.

As we continue to grow into multiple geographies, product lines and customer segments, we are seeking a dynamic individual to join us and support our journey.

Responsibilities

Lead Engagement & Qualification

• Call and follow up with leads daily through CRM.
• Assess customer profile and update CRM with accurate status.
• Maintain strong connection and first-contact quality.
  • Target: ≥70% connection rate | 100% CRM accuracy.

Application Conversion

• Explain card benefits and process clearly.
• Assist prospects via call/WhatsApp to complete applications.
• Address doubts on eligibility, KYC, and usage.
  • Target: ≥40% application completion.

Activation & First Transaction

• Guide users through activation and Apple/Google Pay setup.
• Encourage first purchase using rewards/benefits.
  • Target: ≥30% complete first transaction within 10 days.

CRM Hygiene & Reporting

• Maintain clean, real-time CRM data.
• Submit daily and weekly conversion reports.

Compliance & Quality

• Follow communication standards; avoid high-pressure tactics.
• Participate in QA audits.
  • Target: 0 violations | ≥90% QA score.

Feedback & Learning

• Share insights on objections and funnel gaps.
• Contribute to script/process improvements.

Qualifications

Experience

• 1–6 years of telesales or financial-product sales.
• Strong outbound calling background.

Core Skills

• Strong English communication (neutral accent).
• Persuasion, objection handling, and high call stamina.
• CRM proficiency & disciplined documentation.
• Target and results-driven mindset.

Nice to Have

• Credit card sales experience.
• Understanding of US student/professional life.
• WhatsApp-based sales experience.
• KYC/AML basics.
• Empathetic, trustworthy, ethical, and persistent.
• Coachable with high ownership.