Financial Solutions Consultant

Responsibilities

• Consult with clients to assess their finances and determine if debt settlement is a viable option.
• Handle inbound calls while also proactively reaching out to leads provided by the company.
• Educate clients on the debt settlement process, including how it works, potential risks, and benefits.
• Outline debt settlement terms & conditions, including monthly payments and the timeline for resolution.
• Maintain accurate and detailed records of client interactions and agreements within the company's CRM system to ensure accountability and follow-through.
• Meet or exceed monthly sales targets and performance metrics set by the company.
• Ensure adherence to all state and federal laws, as well as company policies related to debt settlement.
• Keep up-to-date with changes in the debt settlement industry, including legal updates and market conditions, to provide informed advice to clients.

Requirements

• Minimum of 1 year of experience enrolling customers into debt settlement programs.
• 2+ years of sales experience in a call center with a proven track record of success.
• Strong work ethic, self-motivation, and a results-driven attitude.
• Minimum of 2 years of experience utilizing a CRM to manage customer interactions and maintain accurate documentation.
• Proficient in Google Workspace, email communication, managing customer inquiries, multitasking, and internet navigation.
• Exceptional verbal and written communication skills, with the ability to convey complex financial concepts clearly and effectively.
• Skilled in managing customer inquiries via phone, email, and chat, with a demonstrated ability to multitask and prioritize in a dynamic environment.
• Demonstrated ability to build rapport with clients, handle objections confidently, and guide them toward informed financial decisions.
• Must be available to work evenings and/or weekends as required.

Pay

Solid performers can earn between $120,000 and $260,000 annually!

Perks

• UNCAPPED Commissions – Top performers consistently earn $20K – $30K+ per month
• Daily Pay Option – Get paid faster with flexible daily payout access
• Paid Training – We invest in your success from Day 1
• Company Events & Perks – Enjoy paid team lunches, exclusive top earner awards dinners, and more
• Career Growth & Leadership Opportunities – We promote from within
• Medical, Dental & Vision Insurance – Comprehensive benefits to support your well-being
• 401(k) Retirement Plan – Plan for your future with employer-supported retirement savings