This is a customer-facing, performance-driven role focused on helping customers understand their needs and make decisions about financial solutions. The position involves inbound and outbound conversations, asking follow-up questions, handling hesitation or rejection, making outbound calls, and discussing money. Team members receive structured training and ongoing coaching in a fast-paced, goal-driven environment. The role offers advancement opportunities and competitive compensation with bonus potential.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED