This is a customer-facing, performance-driven sales role focused on understanding customers’ needs and guiding them through financial solutions. The representative handles both inbound and outbound conversations, asks follow-up questions, and helps customers make decisions, including discussing money. The role calls for comfort with direct questions, customer hesitation or rejection, outbound calls, and conversations that may sometimes feel uncomfortable. The position offers structured training, ongoing coaching, and advancement opportunities. Success involves staying positive when customers hesitate or say no, continuing conversations with follow-up questions, applying feedback quickly, building confidence through practice, and performing consistently in a structured, goal-driven environment. The role requires 40 hours per week, including Saturdays; Sundays are off.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED