Credit Consultation and Sales Representative

The Rich Financial Group is looking for a confident and professional Consultation and Sales Representative to speak with potential clients, learn about their credit goals, explain our services, and help interested prospects get started.

This role is a good fit for someone who communicates clearly, enjoys talking with people, and has experience guiding leads through a sales process.

RESPONSIBILITIES

• Conduct consultation calls with potential clients
• Ask questions to understand each person’s needs and goals
• Clearly explain our services, packages, and onboarding process
• Answer questions and address concerns professionally
• Follow up with leads by phone, text, or email
• Keep accurate notes and update lead information in our CRM
• Help interested prospects complete the next steps to enroll
• Represent the company with patience, honesty, and professionalism

REQUIREMENTS

• Fluent in spoken and written English
• Strong verbal communication and active listening skills
• Comfortable speaking with potential clients by phone
• Confident discussing services and asking for the sale
• Organized, dependable, and able to follow up consistently
• Professional, friendly, and patient with clients
• Able to communicate honestly and never promise specific credit results

PREFERRED QUALIFICATIONS

• Previous experience in sales, appointment setting, customer service, or consultations
• Experience using a CRM
• Knowledge of credit repair or personal finance

HOW TO APPLY

Please include the following in your application:

A short introduction about yourself
Your relevant sales or customer service experience
Your availability and preferred work schedule
A brief voice recording introducing yourself and describing your sales experience

Applications that do not include a voice recording may not be considered.

Compensation and schedule will be discussed with qualified applicants.