Financial Sales Consultant

About This Role

This role involves engaging with prospects interested in debt relief, identifying their financial needs, and guiding them through the enrollment process for personalized solutions that help them achieve financial stability.

Responsibilities

• Make outbound calls to prospects inquiring about debt relief options
• Identify customer needs, recommend appropriate solutions and guide them through the enrollment process
• Provide accurate information about products and services and the consumer credit industry
• Maintain a supplemental strategy of texting and emailing to increase outreach to potential clients
• Effectively manage a pipeline of warm leads within Salesforce CRM
• Follow up with customers to ensure satisfaction

Requirements

• Excellent understanding of financial concepts and the consumer credit industry
• Exceptional communication and interpersonal skills
• Ability to work independently and manage multiple tasks simultaneously
• High level of integrity, professionalism, and confidentiality
• Strong sales skills and the ability to maintain a successful outreach strategy

Qualifications

• Bachelor's degree preferred

Nice to Have

• Salesforce experience

Skills

* Required skills

Benefits