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This is a customer-facing, performance-driven sales role working directly 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 role involves asking direct questions, handling hesitation and rejection, making outbound calls, and staying engaged in conversations that may feel uncomfortable. The position includes structured training and ongoing coaching, with opportunities for advancement 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

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