Financial Consultant

Position Summary

The roll plays a critical role in our debt settlement firm by handling warm inbound leads and qualifying potential clients who are struggling with debt. You will conduct in-depth discovery calls to build professional rapport, uncover the reasons behind their debt buildup, identify key pain points, verify income, and understand their goals for becoming debt-free. Your primary focus is on high-quality qualification: subtly demonstrating the need for a debt relief program while gathering all necessary financial details to create a comprehensive, well-organized analysis and hand-off summary.

This sets up our senior sales representatives for successful pitch calls and closes.

Industry leading benefits including medical/dental/vision insurance (nearly 100% employer contribution!), PTO, sick time, rewards, 401K, commuter savings program, company happy hours and parties, and more!

Schedule:

M-F: 9:30am-6:30pm EST.

Top performers have the opportunity to earn additional work from home flexibility up to and including working fully remote!

• Engage warm inbound leads through discovery calls to identify debt relief needs
• Build rapport and gather key financial details to qualify opportunities
• Prepare clear financial analyses and hand-off summaries for senior reps
• Ensure quality hand-offs to achieve strong close rates
• Comply with all legal and documentation standards
• Perform additional tasks as assigned by Management

• A strong work ethic with excellent time management skills
• An ability to listen and put into practice teachings and critiques from management
• The desire to grow and become a top producer for the company
• Exceptional reading and speaking skills
• Must be a problem solver with great critical thinking skills
• Sales experience and/or professional phone experience is beneficial
• A bachelor s or associate Degree preferred