Position Summary

Cultivate sales by phone, text, and email

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following :

Manage a calendar of appointments

Reviewing client files to formulate hypothetical strategies customized for each client

Calling clients to enroll them in our Debt resolution program

Upselling client to add unforeseen debts (i.e spouse / unreported debt)

Math calculations

Reviewing financial documents

Using computers, checking emails, downloading / uploading documents

Learn how to combat objections w / professional rebuttals

Multiple system competency

Client retention and NSF calls

Following up with clients via text, email & phone

Updating client profiles in CRM

Scheduling follow up appointments

Minimum Qualifications (Knowledge, Skills, and Abilities)

This position requires a basic knowledge of finance, strong communication skills, and basic computer skills.

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

Last updated : 2024-03-08