Priority Plus Financial · 4 days ago
Client Advocate
Brentwood, TN
Full-time
Onsite
New Grad, Entry LevelPriority Plus Financial is a leader in the consumer finance industry, offering tailored solutions for consumers. The Client Advocate is responsible for managing inbound and outbound consumer inquiries to determine eligibility for loan programs and alternative financial solutions, while converting qualified leads into funded accounts.
Financial Services
Responsibilities
Handle high-volume incoming and outgoing calls in a professional, timely manner
Conduct initial qualification screenings using company standards and scripts
Assess consumer needs and identify appropriate loan programs or alternative options
Provide clear explanations of program details, next steps, and required documentation
Meet or exceed individual performance quotas, including contact rates, lead conversions, and quality metrics
Follow prescribed call flow, sales techniques, and compliance requirements
Maintain an organized pipeline and track follow-up activities to maximize conversion opportunities
Collaborate with teammates and management to improve team performance and overall customer experience
Record all call outcomes, notes, and required data accurately in the CRM system
Adhere strictly to company policies, confidentiality expectations, and regulatory guidelines
Maintain ethical standards and ensure all communication is compliant with state, federal, and company requirements
Successfully complete the company’s training program, demonstrating proficiency before transitioning to regular compensation structure
Participate in ongoing coaching, quality monitoring, and skill development sessions
Adapt to updated policies, product changes, and performance expectations as directed
Qualification
Required
Excellent verbal communication skills and professional phone presence
Ability to multitask, manage time effectively, and follow structured processes
Basic computer literacy, including the use of CRM or call-tracking software
Strong organizational and follow-through skills
Preferred
Prior experience in customer service, call center operations, or sales
Background in financial services or consumer lending
Demonstrated ability to meet performance metrics in a results-driven environment
Benefits
Eligibility for applicable company benefits effective after 30 days.
Company
Priority Plus Financial
Priority Plus Financial is the nation’s trusted consumer finance provider.
Founded in 2019
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Brandon Avila
Co-Founder Priority Plus Financial LLC
Company data provided by crunchbase