Sr. Debt Settlement Advisor

Coastal Debt Resolve

• $120K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 2 years' experience in closing sales
  • Proven track record of successful negotiations and settlements
  • Excellent communication, negotiation, and problem-solving skills
  • Strong knowledge of debt settlement processes, regulations, and industry standards
  • Proficiency in CRM systems
  • Bilingual is a plus

Responsibilities

  • Guide clients through the debt resolution process by enrolling them in debt relief programs
  • Conduct thorough financial assessments to create personalized debt settlement plans
  • Educate clients on benefits, risks, and potential outcomes of debt settlement
  • Communicate professionally and empathetically with clients via phone, email, and SMS
  • Maintain detailed notes in the CRM of all client interactions and negotiations
  • Provide feedback to management on common client issues and potential improvements
  • Follow up persistently with prospective and existing clients

Benefits

  • Comprehensive benefits package, including health, dental, and vision insurance
  • Eligibility for paid time off after the introductory period
  • Bonus opportunities
  • Commission pay
Full Job Description
As a confident Senior Settlement Advisor, you will guide clients through the debt resolution process by enrolling qualified clients into our debt relief programs. This role requires advance knowledge of debt settlement practices, strong negotiation skills, resilience to handle rejection and recover quickly, as well as the ability to manage complex client cases. Successful Senior Settlement Advisors will proactively continue to develop their product knowledge after the completion of our comprehensive training. Provide clear and concise expert advice to clients of their options and the programs provided by Coastal Debt Resolve. Actively listen to client's needs and concerns to confirm the clients' qualifications and have the ability to be flexible and adapt sales strategies based on the client's feedback. Conduct thorough financial assessments to develop a personalized debt settlement plan. Address client concerns and questions promptly and professionally. Educate clients on the benefits, risks, and potential outcomes of debt settlement. Contact between 75 - 100 live and warm leads per month provided via various channels. Communicate by phone, email, and SMS with prospective and existing clients professionally, empathetically and with integrity the Coastal Debt Resolve products. Follow up with perspective and existing clients with professional persistence. Maintain detailed notes in the CRM of client interactions, settlement qualifications, negotiations, and agreements. Prepare and review all settlement documentation to ensure a smooth transition to the Backoffice Customer Support team. Provide feedback and insight to management on common issues and potential solutions. Basic computer skills Minimum 2 years' experience in closing sales Proven track record of successful negotiations and settlements Excellent communication, negotiation, and problem solving skills High level of integrity, professionalism, and attention to detail Ability to efficiently manage your time and manage multiple complex cases simultaneously Proficiency in CRM systems Strong knowledge of debt settlement processes, regulations, and industry standards Financial services or debt settlement industry experience Bilingual is a plus Compensation: • Earning potential of $120,000 - 150,000/year. Daily and monthly bonuses and incentives. • Eligibility for paid time off upon completion of the introductory period. • Comprehensive benefits package, including health, dental, and vision insurance. Job Type: Full-time Benefits: Dental insurance Health insurance Vision insurance Compensation Package: Bonus opportunities Commission pay Ability to Commute: Fort Lauderdale, FL 33309 (Preferred) Ability to Relocate: Fort Lauderdale, FL 33309: Relocate before starting work (Preferred) Work Location: In person

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