Position Description:

  • Face-to-face consultations with potential clients to analyze their financial goals
  • Qualify clients for debt management/relief services
  • Ensure project components are effectively tasked, handed over, and communicated with legal and management teams
  • Teaching and training lesson plans to our entry-level representatives

Requirements:

  • Experience in mortgages/ debt relief is preferred but not necessary
  • General understanding of budgeting, interest rates, mortgages, etc
  • Strong communication skills in customer service as well as within a team
  • Coaching and training ability
  • Goal-oriented
  • Mastery of good habits and professionalism

What we offer:

  • Paid Training
  • Bonus and Incentive Structure
  • Mentorship program