Respond to customer inquiries in English and Spanish by phone and email, provide accurate information, resolve concerns, document interactions in a CRM, troubleshoot issues, and follow up on resolutions. The role supports clients with tailored debt management plans, identifies customer needs, escalates issues when necessary, and collaborates with colleagues to improve service processes.

Conduct inbound and outbound phone consultations with prospects seeking financial relief solutions. Identify client needs, present settlement options, overcome objections, close sales, manage the CRM pipeline, follow up with prospects, and meet or exceed sales goals. The role offers provided leads, paid training, uncapped commissions, bonuses, and advancement opportunities.

Works with clients to assess financial situations, develop customized debt management plans, and provide ongoing repayment guidance. Collaborates with colleagues to improve counseling services and client outcomes while participating in professional development. Requires strong communication, empathy, teamwork, a bachelor’s degree, and fluency in English and Spanish.