Financial Consultant-New York

Posted 2 days ago

century consulting servicesBrooklyn (NY)

Credit Counselors Other Activities Related to Credit Intermediation

SENIORITY

Senior

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About the role

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!)

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A number in mind

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Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.