Manage a high-volume inbound sales pipeline, demonstrate an AI phone assistant, close B2B SaaS deals, and partner with Marketing and Customer Success to improve the sales process.
Financial Consultant-New York
📜 Description
- Run consultations with clients qualified by SDRs.
- Review clients’ financial analyses and explain their debt relief options.
- Address objections and enroll clients for whom the program is a fit.
- Support clients through their first cleared payment.
- Follow legal, disclosure, and documentation standards.
🛠️ Requirements
- 2+ years of closing experience in a sales role with an individual sales target.
- Demonstrable results, such as rankings, awards, close rates, or production numbers.
- Strong work ethic and excellent time management.
- Ability to apply coaching and feedback.
- Strong reading, speaking, problem-solving, and critical-thinking skills.
- Bachelor’s or associate degree preferred.
✨ Benefits
- Uncapped earnings; top Financial Consultants earn $225K+.
- Earned commissions are not clawed back.
- Medical insurance with nearly 100% employer contribution.
- Dental insurance with nearly 100% employer contribution.
- Vision insurance with nearly 100% employer contribution.
- PTO and sick time.
- 401(k) and commuter savings program.
- Ongoing training and coaching, incentives, catered weekly lunches, and company events.
Full job description
Position Summary
The Financial Consultant is the closer on our sales team. Our SDRs handle warm inbound leads
and do all of the qualifying: discovery calls, uncovering the reasons behind the debt, verifying
income, and building a comprehensive financial analysis. Every opportunity that reaches you
has already been vetted and prepared, so your job is to close. You will run consultations with
qualified clients, walk them through their options, handle objections, and enroll the clients our
debt relief program fits.
Why Closers Choose Century
• Uncapped earnings. Top Financial Consultants earn $225K+.
• No clawbacks. Commission you earn stays earned.
• You close, you don't qualify. No cold calling, no lead buying.
• Top performers earn access to our largest opportunities
• Ongoing training and coaching, including regular 1-on-1s with managers who were top
producers themselves
• A leadership development program for top producers who want to run their own teams.
Every manager on our floor was a top producer, and we only fill management roles from
within.
Culture & Incentives: There's always at least one incentive running on our floor, and often two
or three at once. Recent ones include a yearly Vegas trip, a Cabo trip, Omega Speedmaster
watches, a monthly Top Guns dinner, PS5 Pros, OLED TVs, iPhones, cash flash spiffs, tickets
to sporting events, and team competitions for paid outings.
Benefits: Industry leading benefits including medical/dental/vision insurance (nearly 100%
employer contribution!), PTO, sick time, rewards, 401K, commuter savings program, company
happy hours and parties, weekly catered lunch, and more!
Schedule: M-F: 9:30am-6:30pm EST. In office Monday through Thursday, work from home on
Fridays.
Key Responsibilities
• Run consultations with clients our SDRs have already qualified
• Review each client's financial analysis and walk them through their debt relief options
• Handle objections and enroll the clients the program fits
• Own your clients through their first cleared payment
• Comply with all legal, disclosure, and documentation standards
• Perform additional tasks as assigned by Management
Requirements
• 2+ years of closing experience in a sales role where you carried a number
• Results you can show, like rankings, awards, close rate, or production numbers
• A strong work ethic with excellent time management skills
• An ability to listen and put into practice teachings and critiques from management
• The desire to grow and become a top producer for the company
• Exceptional reading and speaking skills
• Must be a problem solver with great critical thinking skills
• A bachelor's or associate degree preferred
Not there yet? If you're strong with people but don't have a closing record yet apply anyway.
We'll consider you for our SDR role, which is how most of our Financial Consultants got their
start
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