Sales Representative
Required skills
- customer-facing
- performance-driven
- financial solutions
- inbound
- outbound
- follow-up questions
- customer decisions
- direct questions
- hesitation
- rejection
Nice to have
- customer service
- collections
- phone
- in person
- communication skills
- learn quickly
Role summary
This is a customer-facing, performance-driven Sales Representative role focused on guiding customers through financial solutions. Responsibilities include handling inbound and outbound calls, asking probing questions, overcoming objections, and managing financial conversations. The role requires resilience, comfort with rejection, and the ability to learn quickly through coaching and feedback. Success is measured by consistent performance in a goal-driven environment. The position offers structured training, fast-track advancement, and competitive compensation with bonus potential. A high school diploma and ability to work 40 hours per week, including Saturdays, are minimum requirements. Fluency in Spanish is a plus.
Manager in Training:
Looking for a role where you can grow fast and develop real-world skills? In this position, you’ll work directly with customers—asking the right questions, overcoming objections, and guiding them through decisions, including financial conversations.
If you thrive in a fast-paced environment, are open to feedback and coaching, and can stay motivated even when you hear “no,” this role offers a strong opportunity to build confidence, resilience, and a solid foundation in sales.
Job Scope
This is a customer-facing, performance-driven role where you will work directly with customers to understand their needs and guide them through financial solutions.
You will handle both inbound and outbound conversations, ask follow-up questions, and help customers make decisions—including conversations about money.
This role requires someone who is comfortable:
What Success Looks Like
Successful team members:
Why Work With Us
Start your career with an industry leader where you will receive structured training and ongoing coaching.
Benefits
Preferred Experience
Minimum Requirements
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of responsibilities, duties and skills required.
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