where you will work directly with customers to understand their needs and guide them through financial solutions.
You will handle both inbound and outbound conversations, ask follow-up questions, and help customers make decisions—including conversations about money.
asking direct questions
handling hesitation or rejection
making outbound calls
staying engaged in conversations that may feel uncomfortable at times
Stay positive and engaged, even when customers hesitate or say no
Ask follow-up questions instead of ending conversations
Build confidence quickly through practice and coaching
Take feedback and apply it immediately
Perform consistently in a structured, goal-driven environment
Requirements
Looking for a role where you can grow fast and develop real-world skills? In this position, you’ll work directly with customers—asking the right questions, overcoming objections, and guiding them through decisions, including financial conversations.
If you thrive in a fast-paced environment, are open to feedback and coaching, and can stay motivated even when you hear “no,” this role offers a strong opportunity to build confidence, resilience, and a solid foundation in sales.
High School Diploma or equivalent
Must be able to work 40 hours per week, including Saturdays.
Satisfactory completion of pre-employment screenings
Reliable form of personal transportation and valid Driver’s License
Fluent in English and Spanish a plus
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of responsibilities, duties and skills required.
Preferred
Customer service, sales, or collections experience
Comfortable speaking with customers over the phone and in person
Strong communication skills
Ability to learn quickly and adapt
Benefits
Start your career with an industry leader where you will receive structured training and ongoing coaching.
Fast-track advancement opportunities
Team environment focused on your success
Competitive compensation with bonus potential
Majority company paid Health, Dental and Vision
401k Program
Company Paid - Life and Disability Insurance
2 Weeks paid Vacation, 6 paid Holidays, 2 PTO and 5 Sick days
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