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Debt Management Specialist

2 months ago

Nampa, Idaho, United States ACHIEVE Full time
Job Description

Role Summary: As a Financial Solutions Advisor at Achieve, you will play a critical role in helping individuals achieve financial stability and success. You will be responsible for guiding clients through their financial journey, providing personalized solutions to meet their needs, and delivering exceptional customer service.

Key Responsibilities:

  • Client Communication: Develop and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored solutions to meet their needs.
  • Financial Analysis: Conduct thorough financial analyses to identify areas of improvement and develop strategies to help clients achieve their financial goals.
  • Solution-Based Sales: Utilize a consultative approach to sell financial solutions that meet the needs of clients, while adhering to compliance and quality standards.
  • Lead Management: Effectively manage leads, tracking interactions and progression, and utilizing lead management tools to optimize sales performance.
  • Compliance and Quality: Adhere to compliance and quality standards, ensuring that all interactions with clients are professional, respectful, and in line with company policies.
  • Certification and Training: Complete regular certification and training to maintain sales efficacy and meet company compliance needs.
  • Performance Metrics: Meet minimum standard requirements, measured through personal scorecard results, and achieve daily efficiency metrics related to schedule adherence and conformance.

Requirements:

  • Experience: Previous or current inbound or outbound call center experience, with one to three years of sales, collections, retention, and/or customer service experience preferred.
  • Availability: Availability to work at least one weekend day (Saturday or Sunday).
  • Skills: Strong listening skills, ability to understand and influence, solid computer skills, and experience effectively managing a CRM.
  • Education: General knowledge of financial service products, such as credit cards, personal loans, and student loans.

What We Offer:

  • Hybrid and Remote Work Opportunities: Achieve offers a flexible work environment, with opportunities to work from home or in our offices.
  • Competitive Compensation and Benefits: We offer a competitive salary, plus monthly bonus opportunities, and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) with employer match, and more.
  • Professional Development: We invest in our employees' growth and development, with opportunities for training, certification, and career advancement.
  • Diversity and Inclusion: Achieve is committed to creating a diverse and inclusive work environment, where everyone feels valued and respected.