Enrollment Advisor

Sorry, this job was removed at 11:11 p.m. (PST) on Tuesday, Jul 30, 2024
Be an Early Applicant
Remote
1-3 Years Experience
Fintech • Marketing Tech • Professional Services • Financial Services
We help people control expenses, manage debt, save money, plan ahead, and make better financial decisions.
The Role

Job Description
As an , you'll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. You'll help guide our members through their financial journey to find the best solutions that meet their needs like debt resolution and personal or loans. With exceptional on-the-job training, continuous education, and a variety of growth opportunities, we empower you to grow a career you love on a team that's driving our mission forward.
August 5th, 2024

  • Communicate with prospective clients via phone calls regarding consolidation loans, debt settlement, bankruptcy, consumer credit counseling, and other debt management options
  • Complete a high volume amount of outbound dials daily
  • Advise prospective consumers on products while following a provided script to achieve solution-based sales
  • Utilize lead management tools to track each interaction and progression of lead assignments
  • Adhere to compliance and quality standards of the position
  • Complete regular certification to maintain sales efficacy to meet company compliance needs
  • Follow outlined lead management guidelines to establish contact
  • Meet minimum standard requirements measured through personal scorecard results
  • Achieve daily efficiency metrics related to schedule adherence/conformance


Qualifications

  • Previous or current inbound or outbound call center experience is strongly preferred
  • One to three years of sales, collections, retention, and/or customer service experience preferred
  • Availability to work at least 1 weekend day (Saturday OR Sunday)
  • One to two years of meeting performance sales goals is a plus
  • General knowledge of financial service products (i.e. credit cards, personal loans, student loans)
  • Meet shift-bid scheduling requirements to maintain proper staffing needs
  • A history of successfully exceeding company goals in a fast-paced work environment
  • Strong listening skills with the ability to understand and influence
  • Solid computer skills with experience effectively managing a CRM
  • The drive to succeed, but not at the client's expense
  • Experience with discovering consumer needs to elicit more information to offer solution-based


Additional Information

  • Hybrid and remote work opportunities
  • 401 (k) with employer match
  • Medical, dental, and vision with HSA and FSA options
  • Competitive vacation and sick time off, as well as dedicated volunteer days
  • Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts
  • Up to $5,250 paid back to you on eligible education expenses
  • Pet care discounts for your furry family members
  • Financial support in times of hardship with our Achieve Care Fund
  • A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups



From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you'll get to be a part of their journey to a better financial future. We're proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, Florida, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job-it's a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.
We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve's Talent Acquisition leader.
Company Description
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.

What the Team is Saying

Patricia
Kris
Keisha
Andy
Roman
Carrie
Jeff
Shira
The Company
San Mateo, CA
2,400 Employees
Hybrid Workplace
Year Founded: 2002

What We Do

Voted #1 "Best Places to Work" by the Phoenix Business Journal, Achieve (formally known as Freedom Financial Network) launched in 2022 as the leading digital personal finance company helping everyday people get on, and stay on, the path to a better financial future. Achieve delivers personalized financial solutions for real people through intelligent technology and an empathetic human touch. From the single parent trying to buy a home to the overworked employee drowning in debt, we provide innovative solutions, budgeting tools, and education to help them move from surviving to thriving. We put our members first by coaching them through their financial health journey to understand what’s working for them and what’s not. Our tailored approach is designed to meet everyone where they are in life because they’re more than just a credit score.

Our people make the biggest difference. With more than 2,700 teammates between California, Arizona, and Texas, everyone collaborates together to make an impact towards our mission; to empower everyday people to move forward on a path to a better financial future.

We’re committed to fostering an environment where everyone can belong, while giving their true authentic selves a place to shine. Whether you’re in sales, member support, engineering, product design, IT or any of our other exciting roles, you’ll join a team passionate about serving our members and embracing our core values every day:

Care (For everyone)
Get Better (Every day)
Act With Integrity (Every time)
Collaborate (With everyone)

Why Work With Us

The technology we are building has real human impact to positively change the trajectory of millions of American families living with the crippling weight of consumer debt. Our growing teams are determined to get better every day through open collaboration and genuine family-like care for the whole person—engineers are never lost in the shuffle.

Gallery

Gallery
Gallery
Gallery
Gallery

Achieve Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
San Mateo, CA

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account