Engage with inbound hot leads (primarily entrepreneurs and small business owners) via phone and virtual meetings to assess debt challenges and build rapport
Present tailored debt solutions including debt consolidation loans, interest rate negotiations, debt restructuring, or repayment plans
Educate clients on financial strategies and explain benefits of consolidation and repayment restructuring
Collaborate with internal Coral Springs teams to process loan applications, ensure compliance with lending regulations, and facilitate funding or approvals
Maintain accurate CRM records, follow up to nurture leads, and close deals
Stay informed about debt management trends, financial products, and local market dynamics in Coral Springs
Over time, mentor new team members, develop training protocols, and build a high-performing sales team
Requirements
Exceptional interpersonal skills with a youthful, energetic, and highly presentable demeanor