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Financial Consultant-New York

Century Consulting Services
New York, New York Banking & Financial Services Today
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Job description

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!)
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