MoneySolver ยท 2 days ago
Debt Settlement Sales Consultant
MoneySolver is a national tax company dedicated to changing the lives of clients through superior customer service and affordable tax debt solutions. The Debt Settlement Sales Consultant will engage with prospective clients, conducting credit consultations and enrolling them into appropriate debt resolution programs while meeting sales targets and maintaining compliance.
ConsultingCreditFinancial Services
Responsibilities
Work with warm, interested prospective clients, handling incoming calls and emails in a professional and concise manner
Conduct credit consultations and educate clients on various financial solutions to resolve their debt
Enroll clients into debt resolution programs, adapting your presentation to match their unique needs
Schedule appointments and manage your lead pipeline using our streamlined CRM to maximize consulting and sales opportunities
Meet daily metrics and monthly sales targets, maintaining up-to-date note logs and adhering to all internal and industry compliance regulations
Build and maintain strong relationships with new and existing customers, developing sales strategies for each account
Participate actively in team meetings and contribute to our collaborative environment
Qualification
Required
Minimum of 3 years of continuous sales experience, with a strong track record of success and top-ranking sales performance in a commissioned sales environment
Strong verbal and written communication abilities are essential
You connect quickly with others, appreciate building relationships, and genuinely enjoy helping people
You excel under pressure, can manage multiple people with differing needs, and maintain strong organization and time management skills
Proficient in basic computer skills and Microsoft/Google programs
Ability to quickly adapt to new systems/workflows
Ability to analyze credit reports and factors
Punctuality, reliability, and consistency are key
Preferred
Credit and/or Lending experience is a plus
English/Spanish Bilingual is a plus
Familiarity with Salesforce and Microsoft Dynamics/D365 is preferred
BA/BS degree or equivalent is preferred but not required
Benefits
Full range of benefits including medical, dental, vision, disability, PTO, etc.
$1 employee dental coverage (bi-weekly)
Free $20k life insurance benefit
Free Employee Assistance Program
401(k) plan with match that vests immediately
4 weeks paid parental leave
Discounted Annual Tax Preparation