This is a customer-facing, performance-driven sales role involving direct work 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 position requires comfort with direct questions, customer hesitation or rejection, outbound calls, and conversations that may feel uncomfortable. The role offers structured training, ongoing coaching, and advancement opportunities in a fast-paced, goal-driven team environment.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED