Job Description

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:

• asking direct questions
• handling hesitation or rejection
• making outbound calls
• staying engaged in conversations that may feel uncomfortable at times

What Success Looks Like

Successful team members:

• Stay positive and engaged, even when customers hesitate or say no
  • Ask follow-up questions instead of ending conversations
  • Build confidence quickly through practice and coaching
  • Take feedback and apply it immediately
  • Perform consistently in a structured, goal-driven environment

Why Work With Us

Start your career with an industry leader where you will receive structured training and ongoing coaching.

• Fast-track advancement opportunities
  • Team environment focused on your success
  • Competitive compensation with bonus potential

Benefits

• Majority company paid Health, Dental and Vision
• 401k Program
• Company Paid - Life and Disability Insurance
• 2 Weeks paid Vacation, 6 paid Holidays, 2 PTO and 5 Sick days
• 40hr Work Week – Monday thru Saturday
• Branch hours: Mon - Fri 10am – 6pm, Sat 9am – 1pm
• Every Sunday Off
• $13.35 - $14.29/hr.
• Monthly bonus potential

Preferred Experience

• Customer service, sales, or collections experience
  • Comfortable speaking with customers over the phone and in person
  • Strong communication skills
  • Ability to learn quickly and adapt

Minimum Requirements

• High School Diploma or equivalent
• Must be able to work 40 hours per week, including Saturdays.
• Satisfactory completion of pre-employment screenings
• Reliable form of personal transportation and valid Driver’s License
• Fluent in English and Spanish a plus

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.