Sales Consultant-New York

Posted 24 Days Ago
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New York, NY, USA
In-Office
75K-110K Annually
Entry level
Fintech • Payments • Financial Services
The Role
The Sales Consultant handles warm inbound leads, qualifies potential clients with debt, conducts discovery calls, and prepares financial analyses for senior sales reps.
Summary Generated by Built In

Position Summary

This 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.

Century Consulting Services will evaluate pay yearly to assure minimum salary is met per year

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

  • The essential functions include, but are not limited to, the following:
  • Handle warm inbound leads by conducting in-depth discovery calls to engage potential clients experiencing debt issues and identify those who can benefit from our debt settlement services.
  • Build professional rapport while gathering key details about the client's financial situation, including reasons for debt accumulation, specific pain points caused by the debt, verified income, and their ultimate goals for becoming debt-free.
  • Qualify the opportunity by subtly demonstrating the need for a debt relief program and assessing fit for our services.
  • Prepare a comprehensive, well-organized financial analysis and hand-off summary for senior sales representatives, including all relevant information to enable a successful pitch and close.
  • Maintain high activity levels to meet performance targets:
  • Complete a minimum of 10 qualification calls/analyses per day.
  • Conduct at least 150 dials/outbound attempts per day.
  • Achieve a minimum of 3 hours of talk time per day.
  • Follow up on leads with a minimum of 3 contact attempts per day (capped at 4) to maximize reach and conversion.
  • Ensure all hand-offs meet quality standards, targeting at least a 10% close rate by senior reps (with 15%+ considered strong and 20%+ exceptional).
  • Comply with all applicable legal and regulatory obligations, including proper documentation and client communication standards.
  • Complete other tasks assigned by Management.

Minimum Qualifications (Knowledge, Skills, and Abilities)

  • Bachelor’s degree, or equivalent years of work experience
  • Experience working in the financial industry is a plus but not required
  • Has the ability to read scripts
  • Good mathematical skills
  • Excellent organizational and problem-solving skills
  • Detail oriented with the ability to multitask
  • Strong oral and written communication skills

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or

Skills Required

  • Bachelor's degree or equivalent work experience
  • Experience in financial industry (not required)
  • Ability to read scripts
  • Good mathematical skills
  • Excellent organizational and problem-solving skills
  • Detail oriented with multitasking ability
  • Strong oral and written communication skills
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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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