What you’ll do

-Responsible for assessing the client’s financial situation through one-on-one
sessions, inbound and outbound calls.
· Provides personal attention to each client in a professional and responsible manner, while
maintaining or exceeding monthly performance goals.
· Operates within established guidelines to assure that clients are provided with the
appropriate solution to meet their unique needs.
· Responsible for client follow up to ensure clients take action upon recommended options
provided in counseling session.
· Motivates clients to take the actions necessary to resolve their financial problems.

What you’ll need