Related skills
communication financial services sales compliance client relationship management📋 Description
- Guide clients to debt consolidation solutions.
- Complete a certification to become Certified Debt Specialist.
- No cold calling; prospects requested debt consolidation.
- Assess client finances and tailor recommended options.
- Build rapport and establish trust with prospective clients.
- Ensure sales transactions comply with standards.
🎯 Requirements
- Motivated to exceed quotes in a fast-paced env.
- Sales experience required.
- Financial services experience is a plus.
- Willing to complete certification to be Certified Debt Specialist.
- Strong communication and rapport-building skills.
- Compliance-focused with keen attention to detail.
🎁 Benefits
- Health, dental, and vision program contributions.
- Generous PTO, paid holidays, and parental leave.
- 401(k) with company matching.
- Merit advancement opportunities.
- Career development and training opportunities.
- Collaborative team culture and belonging.
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