ClearPath Financial Network is looking for a motivated, personable Financial Consultant to work with U.S. consumers who are carrying credit card and other unsecured debt. You will call and follow up with our inbound leads, understand each person's financial situation, and help them choose the right path, whether that is a personal loan to consolidate their debt or an enrolled debt relief program. This is a phone-based sales role where you own the full cycle: first contact, qualification, and closing. Bilingual English/Spanish candidates are strongly preferred.
Duties
- Call and text new and uncontacted leads quickly, and follow up consistently with leads who haven't been reached or haven't decided yet.
- Conduct consultations to understand each client's debts, income, monthly budget and goals.
- Run credit pulls (with client consent) and review credit reports to determine which options the client qualifies for.
- Present and explain options clearly, including debt consolidation loans and debt relief programs, and recommend the best fit.
- Close deals: enroll qualified clients into debt relief programs and submit loan applications for qualified borrowers.
- Walk clients through paperwork and e-signatures, and hand them off smoothly to our processing team.
- Keep accurate notes on every call, lead status and follow-up in our CRM.
- Handle inbound calls from our main line, including Spanish-speaking callers.
Qualifications
- Experience in phone sales, debt relief, lending, credit card or loan sales, or financial services is strongly preferred.
- Excellent spoken English with a clear, confident and empathetic phone manner; Spanish fluency is a big plus.
- Comfortable discussing personal finances, reading credit reports and explaining numbers simply.
- Able to manage a pipeline of leads, follow up persistently and stay organized.
- Self-motivated, coachable and driven by results.
- Familiarity with CRMs, dialers or SMS tools is a plus.
- Reliable internet, quiet workspace and availability during U.S. business hours (Eastern Time).
Compensation
Hourly base pay plus commission on every closed deal, with tiers that increase with the size of the client's enrolled debt.