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Debt Advisor (Financial & Debt Assistance)

Company: Direct Concepts
Location: Saint Petersburg
Posted on: March 24, 2020

Job Description:

As an Elevate Financial Debt Advisor you will be working with clients across the -St Petersburg -area who are struggling financially and need the assistance of a budget / finance counsellor to help them get back onto their feet. By using your education, experience and training in debt counseling, credit counseling, financial advising, finance, mortgages and/or lending, you will assist clients in determining why they are in debt and evaluate if our debt management solutions can help solve their problems. Duties & Responsibilities of the Debt Advisor will include: Face to face finance & debt counselling and assistance which will help clients establish a realistic plan for managing their money & investments to avoid bankruptcy. Helping clients evaluate financial and consumer proposal solutions that match their individual finance needs that budgeting alone will not solve. Working with the client to implement the plan and provide periodic follow-up services. Debt Advisor Working Conditions: Debt Advisors spend their time between face to face contact with clients in their preferred meeting areas and completing financial and debt assessments, case studies, plans and reports. An Elevate Financial Debt Advisor should possess the following characteristics: Empathy Ability to be non-judgmental High energy Patience Sensitivity to and an understanding of beliefs and values not your own Great communication skills Critical thinking skills and good judgment Integrity Resourcefulness Debt Advisors should enjoy working with and helping people, finding innovative solutions to problems and taking responsibility for their work Requirements of the Financial Debt Advisor: 0-5 years of experience in sales, debt management, credit counseling, financial advising, finance, bankruptcy preventing, mortgages and/or lending is an asset. Experience with Microsoft Office (Word, Outlook, Excel) is preferred. Travel to meet with clients face to face will be a role requirement. Access to a reliable vehicle or mode of transportation is highly recommended. Bilingual speaking ability in Spanish is a major asset.

Keywords: Direct Concepts, St. Petersburg , Debt Advisor (Financial & Debt Assistance), Accounting, Auditing , Saint Petersburg, Florida

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