Sales Representative
About The Position
This is a customer-facing, performance-driven sales role focused on understanding customers’ needs and guiding 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 requires 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 opportunities for fast-track advancement. Success involves staying positive and engaged when customers hesitate or decline, asking follow-up questions, applying feedback quickly, building confidence through practice, and performing consistently in a structured, goal-driven environment. The role requires 40 hours per 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.
Requirements
- High school diploma or equivalent.
- Ability 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.
- Comfort speaking with customers over the phone and in person.
- Comfort asking direct questions, making outbound calls, and handling hesitation or rejection.
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 conversations about money.
- Respond constructively to customer hesitation or rejection and continue conversations where appropriate.
- Apply feedback and coaching to improve performance.
- 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.
- Fast-track advancement opportunities.
- Structured training and ongoing coaching.
- 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
