This is a customer-facing, performance-driven role focused on understanding customers’ needs and guiding them through financial solutions. The position involves inbound and outbound conversations, asking follow-up questions, and helping customers make decisions, including financial conversations. It requires comfort asking direct questions, handling hesitation or rejection, making outbound calls, and staying engaged in conversations that may feel uncomfortable. The role offers structured training, ongoing coaching, and fast-track advancement opportunities in a team environment. Success involves maintaining a positive attitude, asking follow-up questions, building confidence through practice, applying feedback, and performing consistently in a structured, goal-driven environment. The position offers a 40-hour work week, Monday through Saturday, with every Sunday off.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED