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About the Role

This role is critical in our debt settlement firm, handling warm inbound leads and qualifying potential clients struggling with debt. You will conduct in-depth discovery calls to build rapport, uncover debt reasons, identify pain points, verify income, and understand client goals. The primary focus is on high-quality qualification, demonstrating the need for a debt relief program while gathering financial details for analysis and hand-off summaries to senior sales representatives.

Responsibilities

Engage warm inbound leads through discovery calls to identify debt relief needs
Build rapport and gather key financial details to qualify opportunities
Prepare clear financial analyses and hand-off summaries for senior reps
Ensure quality hand-offs to achieve strong close rates
Comply with all legal and documentation standards
Perform additional tasks as assigned by Management

Requirements

A strong work ethic with excellent time management skills
An ability to listen and put into practice teachings and critiques from management
The desire to grow and become a top producer for the company
Exceptional reading and speaking skills
Must be a problem solver with great critical thinking skills
Sales experience and/or professional phone experience is beneficial

Location

Remote

Work Type

Full-time

Education Level

Bachelor's or Associate Degree preferred

Benefits

Medical/dental/vision insurance (nearly 100% employer contribution!)
PTO
Sick time
Rewards
401K
Commuter savings program
Company happy hours and parties