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Financial Consultant

2 months ago


Miami, United States Creddited+ Full time
Job DescriptionJob Description

We are looking for an enthusiastic and self-motivated debt and credit advisor to drive sales and parlay their talents as a seasoned account manager. The right candidate will be ready to seize a once in a lifetime ground floor opportunity This will entail ability to manage a pipeline through the life of a sale, closing at a high level, and servicing clients in a fast-paced environment. You will be responsible for the following:

-Qualifying business owners / investors for financial products

-Phone time with 300-500 dials / day

-Gathering documents and pipeline management

-Managing and building a portfolio of clientele, identifying leads & prospects to hit personal quotas.
-Convey illustrations to prospects on eliminating debt.
-The ability to prepare summaries provides facts and intelligence to managers.
-Motivated to resolve and manage any tasks necessary to resolve matters related to individual portfolios.

Qualifications/ Requirements

-Minimum 2 years of phone sales experience, preferably debt settlement , merchant cash advance, stock broker, financial sales
-Strong oral and written communication
-Merchant Cash Advance (MCA) experience a plus
-Ability to read, interpret and communicate basic math and data.
-Ability to multitask and meet deadlines
-Software experience (CRM systems/Dialers) is a plus

*For the right candidate, this is an extremely lucrative opportunity. Commissions & Residual based - after training.

*Potential for long-term growth and management

*Training Provided