Job DescriptionRole Description: • Lead generation: Generate current customer leads through various Inbound & outbound calls and provide a healthy sale pipeline. • Customer Assessment: Evaluate the financial situation of customers, including their income, expenses and outstanding debts, to understand their eligibility for the debt relief program. • Debt Counseling: Provide guidance on the debt settlement process, including budgeting, savings plans, etc. • Program Enrollment: Assist customers in enrolling in the debt relief program, explaining program benefits, requirements and next steps. • Documentation: Ensure all necessary documentation is collected, verified and accurately recorded in the customer management system. • Relationship management: Maintain regular contact with customers to monitor progress,
address any concerns and encourage program adherence. • Lead Management: Utilize the company’s CRM system to update and manage customer interactions, ensuring timely follow-up and proper lead categorization. • Compliance: Adhere to all regulatory and company guidelines while providing debt relief solutions, maintaining the highest standards of ethics and integrity. • Targets: Achieving the assigned monthly sales targets. • Collaboration: Work with other departments to provide feedback on customer needs and preferences, contributing to the evolution of current programs/ development of new programs.