This is a customer-facing, performance-driven role focused on understanding customers’ needs and guiding them through financial solutions. The employee handles inbound and outbound conversations, asks follow-up questions, and helps customers make decisions, including having conversations about money. The position calls for comfort with direct questions, hesitation or rejection, outbound calls, and discussions that may feel uncomfortable. The company provides structured training and ongoing coaching, with opportunities for fast-track advancement in a team environment. Success involves staying positive when customers hesitate or decline, continuing conversations with follow-up questions, building confidence through practice and coaching, applying feedback promptly, and performing consistently in a structured, goal-driven setting.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED