Financial Consultant-New York

Posted Yesterday
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New York, NY, USA
In-Office
75K-110K Annually
Entry level
Fintech • Payments • Financial Services
The Role
Handle warm inbound leads via discovery calls to qualify clients for debt relief. Build rapport, verify income, gather financial details, prepare analysis and hand-off summaries for senior sales, ensure compliant documentation, and support management tasks.
Summary Generated by Built In

Position Summary

The roll plays a critical role in our debt settlement firm by handling warm inbound leads and qualifying potential clients who are struggling with debt. You will conduct in-depth discovery calls to build professional rapport, uncover the reasons behind their debt buildup, identify key pain points, verify income, and understand their goals for becoming debt-free. Your primary focus is on high-quality qualification: subtly demonstrating the need for a debt relief program while gathering all necessary financial details to create a comprehensive, well-organized analysis and hand-off summary. This sets up our senior sales representatives for successful pitch calls and closes.

Benefits: Industry leading benefits including medical/dental/vision insurance (nearly 100% employer contribution!), PTO, sick time, rewards, 401K, commuter savings program, company happy hours and parties, and more!

Schedule: M-F: 9:30am-6:30pm EST. 

Top performers have the opportunity to earn additional work from home flexibility (up to and including working fully remote!)

Key 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
  • A bachelor's or associate Degree preferred

Skills Required

  • Strong work ethic with excellent time management skills
  • Ability to listen and implement feedback from management
  • Desire to grow and become a top producer
  • Exceptional reading and speaking skills
  • Problem solving and strong critical thinking skills
  • Sales experience and/or professional phone experience
  • Bachelor's or associate degree
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The Company
New York, New York
101 Employees
Year Founded: 2013

What We Do

Debt can easily pile up, and sometimes it can seem like there is no end in sight. The stress and anxiety that follows can be challenging and exhausting for many individuals and families – that is where Century Services steps in. We are a full-fledged financial services company, providing top-tier debt resolutions. Century extends services and solutions for those who need assistance in valuing assets, converting assets to cash, and/or organizing financial propositions to avoid temporary distress. The ultimate goal is for clients to see that debt relief is possible, and to help them navigate the different options out there to find an option that best fits their needs. Our seasoned team of professionals assists over thousands of clients every year, in lowering interest rates and monthly payments, enabling them to enjoy a debt-free life

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