Job Description

The Financial Education Coach will work with prospective consumers who have directly contacted the Company to consult and guide them towards debt relief options that will aid them with their debt related issues.  Newly appointed Financial Education Coaches will attend a paid training seminar that will prepare them for success in a fast-paced environment and with an exciting sales team.

• Excellent Phone skills.  Take inbound calls from direct mail leads, make outbound calls on warm data leads, send emails and texts to follow up on an assigned pipeline of leads.
• Ability to utilize a consultative, customer focused sales approach to explain available programs and services with our partner companies.
• Be an effective closer, meeting and exceeding monthly goals on a consistent basis.
• Effectively manage leads, calendar and time efficiently to ensure all monthly sales goals are met.
• Consistently maintain open lines of communication with leadership and peers.
• Keep apprised of all changes in process, scripts, and guidelines to ensure compliance at all times.
• Assist and perform other duties and projects as assigned, maintain good attendance.

Qualifications

• Bachelor’s Degree preferred from any accredited university or college; work experience may be substituted.
• 2+ years’ experience as a Loan Officer, Mortgage Banker, Student Loan Advisor, Consumer Loan Officer or work experience in a consulting sales role, financial services, or call center environment.
• Strong business acumen and professionalism, excellent presentation skills with solid verbal and written communication skills.
• Demonstrated sales experience; recent with documentation displaying consistently meeting or exceeding sales revenue quotas.
• Ability to function efficiently in a computerized environment; ability to use multiple computer systems while in conversation with a client; strong customer service skills.
• Demonstrated passion for helping people with an outstanding focus on the consumer’s needs; a self-starter with an entrepreneurial spirit and a desire to exceed goals.
• A positive attitude, open to learning and receptive to feedback and coaching.

Additional Information

POSITION DETAILS: This is a full-time, hourly position with ability to work fully remote. 

AAP/EEO STATEMENT:  Identity Intelligence Group, LLC dba IDIQ does not tolerate discrimination or harassment of employees or applicants.  The Company makes employment decisions without regard to actual or perceived: race (including hair texture or protected hairstyles, e.g. braids, locks, and twists), color, religion, religious creed (including religious dress and grooming practices), national origin (including language use restrictions), ancestry, citizenship, disability (mental and physical) including HIV and AIDS,  medical condition (including cancer and genetic characteristics), genetic information, marital status, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, age (40 years and over), sexual orientation, veteran and/or military status, family and medical leave status, domestic violence victim status, political affiliation, and any other status protected by federal, state, or local law.

SUPERVISORY: No supervisory responsibilities. 

BUSINESS OFFICE ENVIRONMENT: This position operates in a professional office environment. Office environment can vary with noise levels and stress, from low to moderate.

PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; sit; walk; use hands to finger, handle or feel; and reach with hands and arms. The employee is regularly required to push, move, lift or otherwise bear 10-30lbs.  Applications may include but are not limited to repetitive work using a computer keyboard, mouse and headphones while sitting and/or standing at an assigned work desk area.