Three Ways to Grow Your Sales as a Loan Officer - Social Assurance
< all blogs

Three Ways to Grow Your Sales as a Loan Officer

Category: Marketing
Published: November 8, 2019

As a financial loan officer, utilizing social media as a tool in your sales funnel can be both challenging and rewarding. The financial industry is competitive, and your customers’ attention spans are shorter than ever, so it’s important to cut through the noise to reach and sell to your communities. This requires smart thinking and coordination – especially within your organization. To help you get the most out of your efforts, these three tips will help you acquire more leads, better engage with customers and close more deals.

Coordinate with Marketing

The most successful financial brands have marketing and sales working hand-in-hand. When you promote the events your organization is already running, you can focus on building your online following and connecting with more customers. For example, if your bank or credit union is hosting an event for first-time homebuyers, you can increase the exposure by sharing it to individual lender pages. When lenders add this event to their profiles, they can also add a personal note or share that they are speaking at the event.

Pro Tip: Collaborate on sales content creation. Marketers help shape content that is relevant and engaging to their target audience(s). As a lender, work with them on crafting tailored content that helps drive leads through the sales funnel.

Invest in Paid Social Media

When utilized correctly, social media can be an effective way to find new customers. Organic social media growth can often be slow, so a paid social media strategy that’s solely focused on your lending team can help you better focus your efforts. You’ll not only reach more customers, but will also gain insights on their needs and interests. With this information, you can better craft sales material to catch their attention and gain quality leads. Plus, social media offers metrics to better track your ROI and see the effectiveness of your efforts.

Pro Tip: Use organic campaigns in conjunction with your paid campaigns. Organic posts can help you understand your customer base and provide direction for paid initiatives. Test different styles and copy organically and boost the best posts to maximize your investment.

Focus on Personal Engagement

Building personal connections as a lender will help you both better define your brand and retain clients. At every touchpoint, go the next step with customers. Did someone mention a concern in the comments of one of your posts? Follow up with them in a direct chat to see if you can help. Taking the time to put in the little things will help you stand apart as a lender. When getting started with your lending page, it’s important to share stories of your success with previous clients and how you’re a valuable resource to help future customers reach their financial goals. When you prioritize providing value to your followers, they’ll remember those interactions in the future.

Pro Tip: Ask clients to review or recommend you on Facebook or LinkedIn. Word-of-mouth advertising can help spur the generation of new leads.

Using social media to find new sales leads as a loan officer takes time and patience. However, this process gets easier when you plan and coordinate with the right members of your team. By working with your marketing department, you can craft better sales materials that you can incorporate in your organic and paid social campaigns. Remember to provide a personal touch at every opportunity with your clients and you’ll be well on your way to scaling your community so you can market with confidence.

Do you want to learn more about lender profiles? Click the button below to schedule a quick call with us.

Learn how Social Assurance's Community Spark platform helps financial brands connect with their communities.


Alexander Lahargoue

As a content and marketing specialist for Social Assurance, Alexander Lahargoue focuses on creating strategic content to help clients grow and sell online. In his free time, he writes suspense novels, cooks and is learning new languages.

Sign Up for Blog Updates

Recent Webinars

State of Social Media 2020

September 10, 2020
View Here

To Market, or Not to Market? Marketing During a Pandemic

August 13, 2020
View Here

Spark Your Community: How to Drive Engagement

July 15, 2020
View Here

Most Recent Webinar

State of Social Media 2020

September 23, 2020 10:30 am
View Here

Most Recent Blogs