We are looking for an Inside Sales Representative who will be the first point of contact for clients seeking relief from unsecured debt. This role goes beyond traditional sales — it requires the ability to build trust quickly, assess a client's complete financial picture, and guide them toward the program best suited to their specific needs.
The ideal candidate combines the consultative skills of a financial counselor with the energy and drive of a high-performing sales professional. If you are passionate about making a real difference in people's lives through sound financial guidance, this is your opportunity.
Key Responsibilities
Client Consultation & Financial Assessment
Conduct in-depth financial consultations via phone to evaluate each client's debt obligations, income, assets, and monthly expenses.
Review and analyze credit reports, billing statements, and payment histories to assess eligibility for financial wellness programs.
Develop personalized financial plans focused on eliminating high-interest unsecured debt efficiently and affordably.
Provide clear, educated, and empathetic financial advice tailored to each client's unique situation.
Sales & Program Enrollment
Present and recommend the most appropriate financial program options based on the client's profile.
Handle objections professionally, building confidence and trust throughout the sales process.
Meet and exceed monthly enrollment targets and performance KPIs.
Follow up with prospective clients to nurture interest and move them through the pipeline effectively.
Communication & Client Experience
Manage inbound and outbound calls using a multi-line phone system, ensuring prompt and professional responses.
Communicate effectively both verbally and in writing, maintaining a tone that is clear, empathetic, and solution-focused.
Document all client interactions, data, and program details accurately in the CRM system.
Collaborate with internal teams (operations, compliance, client success) to ensure a smooth onboarding experience.
Requirements
Availability to work on site in Medelllin
Excelent communication skills in English (C1)
Previous experience in credit and/or collections, financial planning and sales preferred.
Ability to communicate effectively both orally and in written form.
Knowledge and use of PC Systems.
Ability to work independently while meeting deadlines.
Attention to detail and be able to multi-task and prioritize work on a daily basis.
Benefits
Full-time Colombian employment contract.
Colombian public holidays.
Vision care allowance.
Prepaid medical coverage through SURA.
Longevity bonuses.
And much more!