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Century

Financial Consultant-New York

new york, NY

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Job description

Position Summary

The roll plays a critical role in our debt settlement firm by handling warm inbound leads and qualifying potential clients who are struggling with debt. You will conduct in-depth discovery calls to build professional rapport, uncover the reasons behind their debt buildup, identify key pain points, verify income, and understand their goals for becoming debt-free. Your primary focus is on high-quality qualification: subtly demonstrating the need for a debt relief program while gathering all necessary financial details to create a comprehensive, well-organized analysis and hand-off summary. This sets up our senior sales representatives for successful pitch calls and closes.

Benefits : Industry leading benefits including medical/dental/vision insurance (nearly 100% employer contribution!), PTO, sick time, rewards, 401K, commuter savings program, company happy hours and parties, and more!

Schedule: M-F: 9:30am-6:30pm EST.

Top performers have the opportunity to earn additional work from home flexibility (up to and including working fully remote!)

Key Responsibilities

Engage warm inbound leads through discovery calls to identify debt relief needs

Build rapport and gather key financial details to qualify opportunities

Prepare clear financial analyses and hand-off summaries for senior reps

Ensure quality hand-offs to achieve strong close rates

Comply with all legal and documentation standards

Perform additional tasks as assigned by Management

Requirements A strong work ethic with excellent time management skills

An ability to listen and put into practice teachings and critiques from management

The desire to grow and become a top producer for the company

Exceptional reading and speaking skills

Must be a problem solver with great critical thinking skills

Sales experience and/or professional phone experience is beneficial

A bachelor's or associate Degree preferred

Worksite address

new york, NY, 10261, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.

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