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 discussing money. It requires comfort with direct questions, customer hesitation or rejection, outbound calls, and conversations that may sometimes feel uncomfortable. The company provides structured training and ongoing coaching, with opportunities for fast-track advancement. Success involves staying positive and engaged, asking follow-up questions, building confidence through practice and coaching, applying feedback promptly, and performing consistently in a structured, goal-driven environment. The role requires 40 hours per week, including Saturdays.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED