Sales Enrollment Advisor

$41,600 - $41,600/Yr

Schoharie County Arc - Tempe, AZ

Full-time - Entry Level

Hybrid - Tempe, AZ

1,001-5,000 employees

Educational Services

About the position

As a Sales Enrollment Advisor at Achieve, you will play a crucial role in helping individuals navigate their financial journeys by providing innovative digital personal finance solutions. This position focuses on guiding members through options such as debt resolution and personal loans, with a strong emphasis on empathy and customer care. The role offers extensive on-the-job training and opportunities for career growth within a supportive team environment.

Responsibilities

• Communicate with prospective clients via phone calls regarding consolidation loans, debt settlement, bankruptcy, consumer credit counseling, and other debt management options.
• Complete a high volume amount of outbound dials daily.
• Advise prospective consumers on products while following a provided script to achieve solution-based sales.
• Utilize lead management tools to track each interaction and progression of lead assignments.
• Adhere to compliance and quality standards of the position.
• Complete regular certification to maintain sales efficacy to meet company compliance needs.
• Follow outlined lead management guidelines to establish contact.
• Meet minimum standard requirements measured through personal scorecard results.
• Achieve daily efficiency metrics related to schedule adherence/conformance.

Requirements

• Previous or current inbound or outbound call center experience.
• One to three years of sales, collections, retention, and/or customer service experience preferred.
• Availability to work at least 1 weekend day (Saturday OR Sunday).
• One to two years of meeting performance sales goals is a plus.
• General knowledge of financial service products (i.e. credit cards, personal loans, student loans).
• Meet shift-bid scheduling requirements to maintain proper staffing needs.
• A history of successfully exceeding company goals in a fast-paced work environment.
• Strong listening skills with the ability to understand and influence.
• Solid computer skills with experience effectively managing a CRM.
• The drive to succeed, but not at the client's expense.
• Experience with discovering consumer needs to elicit more information to offer solution-based.

Benefits

• Health savings account
• Health insurance
• Dental insurance
• Flexible spending account
• On-the-job training
• Work from home
• Employee assistance program
• Vision insurance
• 401(k) matching
• Gym membership