What are the responsibilities and job description for the Enrollment Agent position at Fresh Path Financial?
Essential Functions
· Client Consultation: Conduct thorough consultations with prospective clients to assess their financial situation, understand their debt issues, and explain our debt settlement programs.
· Education and Guidance: Provide clear and comprehensive information about the debt settlement process, including potential benefits and risks, to help clients make informed decisions.
· Enrollment Process: Assist clients in completing the enrollment paperwork accurately and efficiently, ensuring all necessary documentation is obtained.
· Compliance: Adhere to all regulatory and compliance guidelines to ensure that the enrollment process is conducted ethically and within legal boundaries.
· Client Advocacy: Act as a liaison between clients and the negotiation team, advocating for the best possible outcomes for clients while maintaining transparency and communication throughout the process.
· Customer Service: Provide exceptional customer service by addressing client inquiries, concerns, and issues promptly and professionally.
· Documentation: Maintain accurate and organized client records, including enrollment forms, financial statements, and communication logs.
· Team Collaboration: Collaborate with leaders, other team members, and customer support, to ensure a seamless and efficient client experience.
Job Type: Contract
Pay: $65,000.00 - $100,000.00 per year
Work Location: In person
Salary : $65,000 - $100,000