Source Job

• Receive and contact warm leads daily through an outbound auto-dialer.
• Follow a consultative selling approach while showing empathy, educating the potential member on the benefits of our debt resolution program, overcoming objections, and closing the sale in 1-2 calls
• Consistently meet and/or exceed sales goals and performance metrics

Achieve is a leading digital personal finance company helping everyday people move from struggling to thriving by providing innovative, personalized financial solutions. They have over 2,500 employees and offer a place where their employees can make a true impact, have a sense of belonging, establish a fulfilling career, and put their well-being first.

• Consult and enroll clients into debt relief programs or recommend options.
• Document client discussions using Salesforce.
• Meet performance criteria set forth by the management team.

National Debt Relief, founded in 2009, aims to help consumers deal with debt and is a trusted consumer debt relief provider. They've assisted over 450,000 people settle over $10 billion of debt, promoting a healthier financial lifestyle.

• Respond to client calls using CRM software, addressing concerns with empathy.
• Resolve complex financial situations with subject matter knowledge, documenting discussions.
• Present settlement proposals to clients and guide them toward their financial goals.

National Debt Relief, founded in 2009, aims to help consumers deal with overwhelming debt, establishing itself as a trusted debt relief provider. With a team-oriented environment, they focus on employee success and growth through mentorship and leadership programs.

• Make outbound collection calls and handle inbound communications.
• Negotiate payment arrangements, process payments, and secure promises to pay.
• Accurately verify debtor identity and account details.

Solvo Global provides various business solutions. The company seems to have a global reach and promotes a remote-friendly work environment.

• Initiates a high volume of outbound sales calls to advisors.
• Sources experienced financial advisors interested in affiliating with Raymond James.
• Sets meetings for recruiters/managers.

Raymond James is a diversified financial services company that provides wealth management, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities. The company has locations and subsidiaries across the United States, Canada, the United Kingdom, and Germany.

• Work on your schedule from wherever you are
• Excellent Agent Support to grow your book of business
• Potential Tax advantages as a 1099

My financial strategy agency is expanding the team. We are looking for determined agents open to mentorship, growth, and helping others while making money.

• Serve as the initial point of contact for potential clients via phone, email, and in-person inquiries.
• Conduct thorough intake interviews to gather essential information about the client's financial situation and legal needs.
• Assess the client's eligibility for bankruptcy and other debt relief options.

SolvoGlobal is a company that provides timely and effective legal assistance. They have open roles company-wide and value a collaborative environment.