Sales Consultant – New York

About the role

This position is a key part of a debt settlement firm, focusing on handling warm inbound leads and qualifying potential clients who are struggling with debt. You will conduct discovery calls, gather financial details, and prepare hand‑off summaries for senior sales representatives.

Key responsibilities

• Handle warm inbound leads by conducting in‑depth discovery calls to engage potential clients experiencing debt issues.
• Build professional rapport while gathering key financial details, including reasons for debt accumulation, verified income, and debt‑free goals.
• Qualify opportunities by subtly demonstrating the need for a debt relief program and assessing fit for services.
• Prepare comprehensive financial analysis and hand‑off summaries for senior sales reps.
• Maintain activity targets: at least 10 qualification calls, 150 outbound attempts, 3 hours talk time, and 3 follow‑up attempts per day.
• Ensure compliance with legal and regulatory obligations and meet quality standards for hand‑offs.

Required profile

• Bachelor’s degree or equivalent work experience.
• Experience in the financial industry is a plus.
• Ability to read scripts and strong mathematical skills.
• Excellent organizational, problem‑solving, and detail‑oriented abilities.
• Strong oral and written communication skills.