This is a customer-facing, performance-driven role focused on understanding customers’ needs and guiding them through financial solutions. The position handles inbound and outbound conversations, asks follow-up questions, and helps 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 role offers structured training, ongoing coaching, and fast-track advancement opportunities in a team environment. Success involves staying positive and engaged when customers hesitate or say no, asking follow-up questions, building confidence through practice, applying feedback quickly, and performing consistently in a structured, goal-driven environment.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED