This is a customer-facing, performance-driven role 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 through conversations about money. The role involves making outbound calls, asking direct questions, handling hesitation or rejection, and remaining engaged when conversations feel uncomfortable. The company provides structured training and ongoing coaching, with opportunities for fast-track advancement in a team environment.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED