Sales consultant

Job description

Responsibilities:
• Conduct outbound and inbound calls to individuals seeking guidance on debt management and financial planning.
• Provide empathetic and informative counseling to clients to understand their unique financial situations and goals.
• Analyze clients' debt profiles, including credit card debt, loans, and other financial obligations, to develop tailored
debt repayment plans.
• Educate clients on effective debt management strategies, budgeting techniques, and financial goal setting to help
them achieve long-term financial stability.
• Collaborate with clients to provide comprehensive financial plans focusing on debt reduction, savings goals, and
wealth-building strategies.
• Recommend debt consolidation, debt restructuring, or debtsettlement options based on clients' specific needs,
and guide clients through the process.
• Maintain accurate records and documentation of client interactions and financial plans in compliance with
regulatory requirements.
• Keep updated on industry regulations, debt management best practices, and financial products relevant to debt
management and personal finance.
• Meet or exceed monthly and quarterly sales targets and Key Performance Indicators (KPIs)