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 feel uncomfortable. The company offers structured training and ongoing coaching in a team environment, with fast-track advancement opportunities. The role has a 40-hour work week, including Saturdays. Branch hours are Monday through Friday, 10 a.m. to 6 p.m., and Saturday, 9 a.m. to 1 p.m.; Sundays are off.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED