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 discussing money. The role involves 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 fast-track advancement opportunities in a team environment. Success requires staying positive when customers hesitate or decline, continuing conversations with follow-up questions, building confidence through practice, 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