At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care,a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 300,000 clients on their path to a brighter future.
While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.
As a Sales Representative, you will consult with prospective customers about debt consolidation options to help pay off their consumer debt and get them started on the path toward financial freedom. You will foster trust by educating them on our program using a consultative approach. This is a full-time role (40hrs/week) that requires weekend availability.
- Assess a customer’s financial situation and guide them toward the option that best resolves their challenges
- Perform sales by utilizing consultative sales scripting
- Educate clients on a variety of financial solutions available to manage their debt
- Manage personal lead pipeline to maximize efficiency and productivity
- Diligently update all lead file notes, phases, and statuses in the CRM
- Ensure all sales transactions adhere to compliance standards
- Bilingual - Spanish (Required)
- You are self-motivated and highly driven
- Success in exceeding goals in a fast-paced, sales environment
- Sees challenges as opportunities. Sees objections as buying questions
- Sales experience preferred but not required
- Financial Services experience is a plus
- Strong written, verbal & oral communication skills
- Extensive hands-on sales training that sets you up for success
- A typical day consists of making and answering inbound and outbound calls in a high-volume setting
- There is no cold calling at Beyond Finance. All prospective customers have requested debt consolidation solutions.
- Base Pay with uncapped monthly commission.
While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:
- Considerable employer contributions for health, dental, and vision programs
- Generous PTO, paid holidays, and paid parental leave
- 401(k) matching program
- Merit advancement opportunities
- Career development & training
And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.
What the Team is Saying
What We Do
Grow along with our rapidly expanding organization and help us build and serve up customized, unique technological and client service solutions! We’re pushing the boundaries of what a debt consolidation company can offer.
But our mission to uplift isn’t limited to our clients — we know our people deserve to be elevated to their highest potential through growth opportunities, a healthy work-life balance, and continued support.
Why Work With Us
Our people make a real impact — on our organization as a whole, but also on the lives of thousands of Americans. Beyond Finance offers you the chance to have your voice heard, help people, and grow in a collaborative, uplifting environment.
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Beyond Finance Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We offer a choice between hybrid, remote and in-office work models so you can be where you feel you’ll be the most productive and happy! A few times a year, we gather for in-person departmental meetups, allowing us to share progress and collaborate.
