This is a customer-facing, performance-driven role focused on understanding customers’ needs and guiding them through financial solutions. The Sales Representative handles inbound and outbound conversations, asks follow-up questions, addresses hesitation or rejection, and helps customers make decisions, including through conversations about money. The position offers structured training, ongoing coaching, and advancement opportunities in a goal-driven team environment.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED