This is a customer-facing, performance-driven sales role focused on understanding customers’ needs and guiding them through financial solutions. The representative handles both inbound and outbound conversations, asks follow-up questions, addresses hesitation and objections, and helps customers make decisions, including decisions involving money. The role suits someone comfortable making outbound calls, staying engaged in challenging conversations, and persisting through rejection. The position offers structured training and ongoing coaching in a fast-paced, goal-driven environment. Team members are expected to apply feedback quickly, remain positive and engaged, and build confidence through practice. Advancement opportunities and a team environment focused on employee success are offered.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED