This customer-facing, performance-driven role works directly with customers to understand their needs and guide them through financial solutions. The position handles inbound and outbound conversations, asks follow-up questions, and helps customers make decisions, including discussions about money. It requires comfort asking direct questions, handling hesitation or rejection, making outbound calls, and remaining engaged in conversations that may feel uncomfortable. The role offers structured training, ongoing coaching, and fast-track advancement opportunities in a team environment. Team members are expected to stay positive when customers hesitate or decline, ask follow-up questions, apply feedback quickly, and perform consistently in a structured, goal-driven environment. The position is based on a 40-hour work week, including Saturdays.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED