Consult with clients to assess their finances and determine if debt settlement is a viable option.
Handle inbound calls while also proactively reaching out to leads provided by the company.
Educate clients on the debt settlement process, including how it works, potential risks, and benefits.
Outline debt settlement terms & conditions, including monthly payments and the timeline for resolution.
Maintain accurate and detailed records of client interactions and agreements within the company's CRM system to ensure accountability and follow-through.
Meet or exceed monthly sales targets and performance metrics set by the company.
Ensure adherence to all state and federal laws, as well as company policies related to debt settlement.
Keep up-to-date with changes in the debt settlement industry, including legal updates and market conditions, to provide informed advice to clients.
Requirements
Bilingual proficiency in English and Spanish
2+ years of sales experience in a call center with a proven track record of success.
Minimum of 1 year of experience in Debt Settlement, or a related field.
Strong work ethic, self-motivation, and a results-driven attitude.
Proficiency in using CRM systems and call center technology.
Proficient in Google Workspace, email communication, managing customer inquiries, multitasking, and internet navigation.
Exceptional verbal and written communication skills, with the ability to convey complex financial concepts clearly and effectively.
Skilled in managing customer inquiries via phone, email, and chat, with a demonstrated ability to multitask and prioritize in a dynamic environment.
Demonstrated ability to build rapport with clients, handle objections confidently, and guide them toward informed financial decisions.
Must be available to work evenings and/or weekends as required.
Benefits
UNCAPPED Commissions – Top performers consistently earn $20K – $40K+ per month
Daily Pay Option – Get paid faster with flexible daily payout access
Paid Training – We invest in your success from Day 1
Monthly Bonuses, SPIFFs & Incentives – Win prizes, get rewarded, and stay motivated
Company Events & Perks – Enjoy paid team lunches, exclusive top earner awards dinners, and more
Career Growth & Leadership Opportunities – We promote from within
Medical, Dental & Vision Insurance – Comprehensive benefits to support your well-being
Paid Holidays – Enjoy time off with paid company holidays
401(k) Retirement Plan – Plan for your future with employer-supported retirement savings