We are a forward-thinking financial services firm committed to helping individuals and businesses achieve financial independence through innovative debt management solutions. Our mission is to simplify debt relief by partnering with clients to restructure obligations, reduce interest rates, and offer tailored lending options that foster long-term financial stability and peace of mind. With a focus on transparency, community-driven lending partnerships, and user-friendly tools, we empower clients—especially business owners—to take control of their finances without hidden fees or aggressive sales tactics. Operating from our vibrant Coral Gables, Florida office, we leverage a network of trusted credit unions to deliver impactful debt consolidation and repayment solutions nationwide.

We are seeking a dynamic Debt Solutions Specialist to join our Coral Gables, Florida team, focusing on closing sales with a compassionate, soft-touch approach to help business owners navigate debt challenges. In this role, you'll connect with pre-qualified, “hot” leads—primarily entrepreneurs and small business owners with high-interest debts—via phone and virtual platforms, guiding them through customized debt relief strategies. Your goal is to build trust, educate clients on options like debt consolidation loans, interest rate reductions, or repayment restructuring, and close deals that align with their financial goals. Based in our Coral Gables office, this position offers significant growth potential, with the opportunity to master our processes and eventually lead a team of closers, driving our mission forward in the South Florida market and beyond.

Responsibilities

• Engage with inbound hot leads, primarily business owners in Coral Gables and nationwide, through phone calls and virtual meetings to assess their debt challenges and build rapport using empathetic, consultative communication.
• Present tailored debt solutions, including debt consolidation loans, interest rate negotiations, debt restructuring, or repayment plans, emphasizing benefits like lower interest rates and simplified payments to reduce financial stress.
• Educate clients on financial strategies, clearly explaining how consolidating high-interest debts (e.g., credit card balances) into a single, lower-rate loan or other solutions can improve cash flow and credit health.
• Collaborate with internal teams in Coral Gables to process loan applications, ensure compliance with lending regulations, and facilitate rapid funding or debt restructuring approvals.
• Maintain accurate records of client interactions in our CRM system, follow up diligently to nurture leads, and close deals that deliver value to clients and the company.
• Stay informed about debt management trends, financial products, and local market dynamics in Coral Gables to provide relevant, up-to-date advice.
• Over time, take on leadership responsibilities by mentoring new team members, developing training protocols, and building a high-performing sales team under your guidance to expand our impact.

Qualifications

• Exceptional interpersonal skills with a youthful, energetic, and highly presentable demeanor, capable of building authentic connections with business owners and inspiring trust.
• Financial literacy strongly preferred, ideally with some experience in banking, finance, or related fields (e.g., lending, credit counseling, or financial sales); however, candidates without formal experience will be considered if they demonstrate strong relationship-building skills and a quick ability to learn financial concepts.
• Proven leadership experience, such as serving as president of a student club, leading a student body organization, or similar roles that highlight initiative, organization, and team motivation.
• Strong verbal and written communication skills, with the ability to explain complex financial solutions in clear, relatable terms tailored to business owners' needs.
• Comfortable in a fast-paced, phone-based sales environment, with professionalism and poise suited for both virtual and in-person client interactions in Coral Gables.
• Bachelor's degree or equivalent experience preferred, ideally in business, finance, economics, or a related field, with a track record of involvement in leadership roles during school or early career.
• Proficiency in CRM software, Microsoft Office, and virtual meeting tools; adaptable to a hybrid or in-office work environment in Coral Gables, Florida.
• A growth-oriented mindset, eager to learn the business thoroughly and step into a leadership role to build and manage a team in the future.

Compensation

This position offers a competitive base salary of $70,000 to $80,000 annually, based on experience and qualifications, plus uncapped commissions projected to add $50,000 to $60,000 or more per year, depending on performance. As you grow into a leadership role and build your team in Coral Gables, there's significant potential for increased earnings through performance bonuses and team-based incentives, reflecting your impact on our mission.