- Assisting customers by gathering information on their financial situation and presenting possible solutions, including enrollment into our program
- Provide customers with accurate information regarding their financial analysis
- Maintaining a consultative relationship with the customer throughout the process
- You will gain expertise in alignment of clients’ needs with the benefits of our program and how we accelerate their path to financial independence
- Execute orders using the company’s central database and computer system
Are you Qualified? (We hope so!)
- 3 years of continuous sales experience (inside/phone preferred but not required)
- Lending experience preferred but not required
- Commissioned sales experience – who wants more than a base wage!
- Track record of success and top-ranking sales performance
- Maintain and build relationships with new and existing customers