Note: The job is a remote job and is open to candidates in USA. SecureWay Financial is seeking a Financial Advisor to work with inbound, pre-qualified U.S. leads from a home office. The role focuses on conducting debt consultations, presenting settlement solutions, enrolling clients, managing a sales pipeline, and maintaining compliance with applicable requirements.
Responsibilities
- Handle inbound pre-qualified leads — consult, advise, and enroll, no prospecting required
- Conduct thorough financial consultations to assess debt profile and program fit
- Present SecureWay's settlement program, handle objections, and guide clients through enrollment
- Maintain a 25%+ conversion rate on qualified lead flow
- Keep accurate CRM records and independently manage a full pipeline
- Stay current on FTC/TSR compliance requirements and program guidelines
- Attend weekly virtual team calls, training sessions, and pipeline reviews
Skills
- 3+ years in debt settlement, financial sales, collections, or a related field
- Strong consultative phone presence — able to build trust and close in a single call
- Self-starter who performs at a high level with minimal supervision
- Reliable home office with high-speed internet and a distraction-free environment
- CRM experience required
- Debt-to-income analysis experience
Benefits
- Work entirely from home
- Inbound, pre-qualified US leads — no cold calling
- Weekly virtual team calls, training sessions, and pipeline reviews
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