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Financial Solutions Advisor

1 month ago

Tempe, Arizona, United States ACHIEVE Full time
Role Overview

Achieve is a leading digital personal finance company that helps everyday people move from struggling to thriving. As an Enrollment Advisor, you will play a crucial role in guiding our members through their financial journey to find the best solutions that meet their needs.

Key Responsibilities
  • Communicate with prospective clients via phone calls regarding consolidation loans, debt settlement, bankruptcy, consumer credit counseling, and other debt management options
  • Complete a high volume amount of outbound dials daily
  • Advise prospective consumers on products while following a provided script to achieve solution-based sales
  • Utilize lead management tools to track each interaction and progression of lead assignments
  • Adhere to compliance and quality standards of the position
  • Complete regular certification to maintain sales efficacy to meet company compliance needs
  • Follow outlined lead management guidelines to establish contact
  • Meet minimum standard requirements measured through personal scorecard results
  • Achieve daily efficiency metrics related to schedule adherence/conformance
Requirements
  • Previous or current inbound or outbound call center experience
  • One to three years of sales, collections, retention, and/or customer service experience preferred
  • Availability to work at least 1 weekend day (Saturday OR Sunday)
  • One to two years of meeting performance sales goals is a plus
  • General knowledge of financial service products (i.e. credit cards, personal loans, student loans)
  • Meet shift-bid scheduling requirements to maintain proper staffing needs
  • A history of successfully exceeding company goals in a fast-paced work environment
  • Strong listening skills with the ability to understand and influence
  • Solid computer skills with experience effectively managing a CRM
  • The drive to succeed, but not at the client's expense
  • Experience with discovering consumer needs to elicit more information to offer solution-based
What We Offer
  • Achieve well-being with: Hybrid and remote work opportunities for certain roles
  • 401(k) with employer match
  • Medical, dental, and vision with HSA and FSA options
  • Competitive vacation and sick time off, as well as dedicated volunteer days
  • Access to wellness support through Employee Assistance Program, physical and mental health wellness programs and fitness discounts
  • Up to $5,250 paid back to you on eligible education expenses
  • Pet care discounts for your furry family members
  • Financial support in times of hardship with our Achieve Care Fund
  • A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups