This is a customer-facing, performance-driven sales role working directly with customers to understand their needs and guide them through financial solutions. The representative handles inbound and outbound conversations, asks follow-up questions, and helps customers make decisions, including through conversations about money. The role calls for comfort asking direct questions, handling hesitation or rejection, making outbound calls, and remaining engaged in conversations that may feel uncomfortable. The position offers structured training, ongoing coaching, and fast-track advancement opportunities in a team environment. Success involves staying positive when customers hesitate or say no, continuing conversations with follow-up questions, building confidence through practice and coaching, 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