This is a customer-facing, performance-driven role focused on understanding customers’ needs and guiding them through financial solutions. The position includes inbound and outbound conversations, asking follow-up questions, handling hesitation or rejection, and discussing financial decisions. It requires staying engaged in potentially uncomfortable conversations and working consistently in a structured, goal-driven environment. The company provides structured training, ongoing coaching, and fast-track advancement opportunities.
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Job Type
Full-time
Career Level
Manager
Education Level
High school or GED