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 discussing money. The role requires comfort asking direct questions, handling hesitation or rejection, making outbound calls, and staying engaged in conversations that may feel uncomfortable. The position offers structured training, ongoing coaching, and opportunities for advancement in a fast-paced, goal-driven environment.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED