Position Summary

As an Account Executive at Puridy Financial you will play a crucial role in managing financial profiles, fostering relationships and driving revenue growth. You will be responsible for hitting monthly sales targets through inbound and outbound sales efforts.

Duties and Responsibilities:

• Understand clients financial objectives and provide solutions that align with their needs
• Act as the main point of contact for clients, addressing inquiries, providing support and ensuring satisfaction
• Effectively communicate the value proposition of our Debt resolution program to clients
• Analyze and discuss financial statements, cash flow and other relevant financial data to make informed decisions
• Maintain accurate and up-to-date records of client profiles, interactions and agreements in CRM
• Work closely with internal teams to ensure seamless and compliant financial operations
• Manage a daily calendar of appointments
• Prepare accounts in calendar prior to appointments (checking for overlaps, DNQ, previously pitched)
• Upsell clients to add unforeseen debts into program (i.e spouse/unreported debt)
• Ability to combat objections with professional rebuttals
• Client retention and NSF calls
• Client follow up via text, email and phone
• Schedule follow up appointments

Qualifications:

• 0-2 years sales experience
• Basic knowledge of finance
• Familiarity with CRM software and sales analytics tools
• Strong communication and interpersonal skills
• Ability to work independently and collaboratively

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

• Must be able to work at a desk, function a computer, and speak on the phone for 6-8 hours a day.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities

The company is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable.

Job Type: Full-time

Pay: $55,000.00 - $125,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 1 year
• 2 years
• Under 1 year

Schedule:

• 8 hour shift
• Monday to Friday
• Weekends as needed

Supplemental pay types:

• Bonus opportunities
• Performance bonus

Travel requirement:

• No travel

Ability to Commute:

• San Diego, CA 92128 (Required)

Ability to Relocate:

• San Diego, CA 92128: Relocate before starting work (Required)

Work Location: In person