Customer-Facing Sales Representative

This customer-facing, performance-driven role involves working directly with clients to understand their needs and guide them through financial solutions. The position requires handling both inbound and outbound conversations, asking follow-up questions, and helping customers make decisions, including those involving money. Success in this role depends on maintaining a positive attitude, embracing feedback, and performing consistently in a goal-driven environment. The company offers structured training, ongoing coaching, and opportunities for fast-track advancement.