Job Description

Our client in the financial management industry is looking for a Personal Finance and Debt Consolidation Representative to join their company. The PERSONAL FINANCE AND DEBT CONSOLIDATION REPRESENTATIVE participates in prospecting and maintaining business relationships with clients interested in debt consolidation and debt relief programs. You will represent, engage, and negotiate on behalf of clients and serve as an expert in offering tailored debt relief solutions to help customers meet their financial goals.

DUTIES & RESPONSIBILITIES OF THE PERSONAL FINANCE AND DEBT CONSOLIDATION REPRESENTATIVE WILL INCLUDE:

• Face to face finance & debt counseling and assistance which will help customers establish a realistic plan for managing their money & investments to avoid bankruptcy.
• Helping customers evaluate financial and consumer proposal solutions that match their individual financial needs that budgeting alone will not solve.
• Working with the customers to implement the plan and provide periodic follow-up services.

PERSONAL FINANCE AND DEBT CONSOLIDATION REPRESENTATIVE WORKING CONDITIONS:

PERSONAL FINANCE AND DEBT CONSOLIDATION REPRESENTATIVES spend their time between face to face contact with customers in their preferred meeting areas and completing financial and debt assessments, case studies, plans, and reports.

REQUIREMENTS OF THE PERSONAL FINANCE AND DEBT CONSOLIDATION REPRESENTATIVE:

• 0-5 years of experience in sales, debt management, credit counseling, financial advising, finance, bankruptcy preventing, mortgages and/or lending is an asset.
• Experience with Microsoft Office (Word, Outlook, Excel) is preferred.
• Travel to meet with clients face to face will be a role requirement. Access to a reliable vehicle or mode of transportation is highly recommended.