Job Description

Spergel has been providing expert financial solutions and support to clients for over 30 years. Our commitment to helping individuals and families achieve financial freedom has made us a trusted name in the industry. We are seeking a passionate and results-driven Financial Debt Advisor.

Financial Debt Advisor

to join our growing team and contribute to our mission of offering exceptional service to our clients.

: As a Financial Debt Advisor at Spergel, you will play a crucial role working closely with clients to assess their financial situations, provide tailored solutions, and guide them toward long-term financial stability. You'll play a vital role in helping individuals take control of their debt and achieve financial freedom. Your primary responsibilities will include:

Key Responsibilities

Conduct confidential consultations with clients to evaluate their financial situations. Provide expert advice on options such as consumer proposals, bankruptcy, and budgeting strategies. Develop tailored action plans to help clients achieve their financial goals. Build strong client relationships by demonstrating empathy, professionalism, and trustworthiness. Stay up to date on relevant debt relief regulations and financial services. Work collaboratively with the Licensed Insolvency Trustees (LITs) to finalize client plans.

Qualifications

Experience in debt relief services (Bankruptcy / Consumer Proposals / Consolidation) and consulting is preferred Proven track record in client service and building trust-based relationships. Ability to handle sensitive information with confidentiality and professionalism Detail-oriented and capable of multitasking in a fast-paced environment Proficiency in financial software and Microsoft Office Suite. Excellent communication and interpersonal skills.

What We Offer:

Competitive salary and benefits package Opportunities for professional growth and development A supportive and collaborative work environment The chance to make a meaningful impact on clients' financial well-being

Hours:

Monday 9am - 7pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Join Spergel and be a part of a team dedicated to helping individuals achieve financial freedom!

Job Type: Full-time
Pay: $20-$22.00 per hour
Work Location: In person

Job Types: Full-time, Permanent

Pay: $20.00-$22.00 per hour

Benefits:

Dental care
Application question(s):

How many years of experience do you have in sales or consultative selling (any industry)? Have you ever worked in a target-driven environment with specific quotas or KPIs? What types of products or services have you sold before? What's the highest-value sale you've personally closed, and what strategy helped you close it? On a scale of 1-10, how confident are you in your ability to convert consultations into signed clients? Are you comfortable working in a role where compensation and growth depend on performance (bonuses, targets, etc.)?
Work Location: In person