This is a customer-facing, performance-driven sales role focused on understanding customer needs and guiding customers through financial solutions. The representative handles inbound and outbound conversations, asks follow-up questions, and helps customers make decisions, including through discussions about money. The role involves asking direct questions, making outbound calls, responding to hesitation or rejection, and staying engaged in conversations that may feel uncomfortable. The position offers structured training, ongoing coaching, and advancement opportunities in a team environment. Success requires staying positive and engaged, asking follow-up questions, applying feedback quickly, and performing consistently in a structured, goal-driven environment. The role requires 40 hours per week, including Saturdays.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED