Job Description
Qualified and Proven Inbound Calls Provided.
Collections/Consolidation and Credit Card Debt Experience Preferred, Not Required.
Compensation: Paid Training + Ample opportunity for advancement in compensation and responsibility. Top advisors make 100k plus.
Benefits offered: Full benefits package and RSP with 50% company match.
Schedule: Mostly during the week with some weekend requirements (Saturday).
Proficient in English is a must. Bilingual preferred, not necessary (Spanish or French).
Our Financial Advisors help customers in budgeting, managing their finances, and eliminating unsecured debt.
- A strong communicator who enjoys talking with people over the phone, or in person, and helping them make an impactful decision for themselves and/or family.
- The Financial Advisor determines financial position, goals, and debt obligations by interviewing clients, examining bills, and payment schedules.
- Financial Advisors help inspire potential clients to take action with a financial program to help them with their outstanding debts.
- The Financial Advisor uses financial resources by examining income, assets, and expenses.
- Develop a financial plan for the client where necessary by reducing high-interest debt.
- Previous experience in debt consolidation, credit and/or collections, financial planning, and sales preferred – not required. Customer service skills are a must!
- Strong people skills and the ability to communicate effectively (orally and in written form).
- Fact-gathering skills.
- Knowledge and use of PC systems.
- Ability to work independently while meeting deadlines/goals.
- Self-motivated, willingness to constantly improve.
- Attention to detail and be able to multitask and prioritize work on a daily basis.
- Bilingual (Spanish / English) preferred, not necessary.
Many of the successful hires we have made over the past few years have come from inside sales / call center environments. An added plus for a Financial Counselor would be to come from the Mortgage or Collections industry.
We provide an in-house training program and certification. No experience necessary.