Sales Representative
About The Position
This customer-facing, performance-driven role involves working directly with customers to understand their needs and guide them through financial solutions. The Sales Representative handles inbound and outbound conversations, asks follow-up questions, and helps customers make decisions, including discussing money. The role calls for comfort with direct questions, customer hesitation or rejection, outbound calls, and conversations that may sometimes feel uncomfortable. The position offers structured training, ongoing coaching, and advancement opportunities in a fast-paced, goal-driven team environment. Team members are expected to stay positive and engaged when customers hesitate or decline, apply feedback quickly, build confidence through practice, and perform consistently.
Requirements
- High school diploma or equivalent.
- Able to work 40 hours per week, including Saturdays.
- Satisfactory completion of pre-employment screenings.
- Reliable personal transportation and a valid driver’s license.
- Strong communication skills.
- Ability to learn quickly and adapt.
- Comfortable speaking with customers over the phone and in person.
- Comfortable asking direct questions, handling hesitation or rejection, making outbound calls, and discussing money.
Nice To Haves
- Customer service, sales, or collections experience.
- Fluency in English and Spanish.
Responsibilities
- Work directly with customers to understand their needs and guide them through financial solutions.
- Handle inbound and outbound customer conversations, including making outbound calls.
- Ask direct and follow-up questions to help customers make decisions, including in financial conversations.
- Respond to customer hesitation and rejection while keeping conversations engaged.
- Apply feedback and coaching and perform consistently in a structured, goal-driven environment.
Benefits
- Majority company-paid health, dental, and vision insurance.
- 401(k) program.
- Company-paid life and disability insurance.
- Two weeks of paid vacation.
- Six paid holidays.
- Two PTO days and five sick days.
- Monthly bonus potential.
- Competitive compensation with bonus potential.
- Structured training and ongoing coaching.
- Fast-track advancement opportunities.
- Team environment focused on employee success.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
