Position OverviewWe are seeking motivated, empathetic, consultative Sales Associates to support growth across debt resolution, fiduciary, and legal services. This contract-to-hire role is ideal for a relationship-focused, entrepreneurially minded professional who can engage key stakeholders, qualify client needs, clearly explain service options, and guide prospects through a compliant intake and onboarding process.
The successful candidate will serve as an initial point of contact for individuals, families, business owners, attorneys, fiduciaries, referral partners, and other professional stakeholders seeking trusted support with financial hardship, debt-resolution strategies, fiduciary coordination, and legal service referrals.
Key Responsibilities● Conduct consultative discovery calls to understand prospect needs, urgency, decision-making authority, and appropriate next steps.
● Educate prospective clients and referral partners on available service pathways related to debt resolution, fiduciary support, and legal service coordination.
● Build and maintain relationships with attorneys, fiduciaries, financial professionals, community partners, and other key stakeholders.
● Qualify inbound and outbound leads, schedule consultations, and support timely follow-up throughout the client intake process.
● Maintain accurate records of calls, notes, pipeline activity, referrals, and client status updates in the company’s CRM or tracking system.
● Collaborate with internal leadership, legal partners, compliance contacts, and operations teams to ensure prospects receive accurate and appropriate information.
● Meet activity, conversion, and relationship-development goals while maintaining a professional, ethical, and client-centered approach.
● Adhere to all applicable company policies, confidentiality requirements, advertising standards, and regulatory expectations.
Ideal Candidate Profile● Experience in sales, business development, client intake, financial services, legal services, debt resolution, fiduciary services, estate planning, tax resolution, or a related professional services environment.
● Strong communication skills with the ability to explain complex or sensitive topics in a clear, respectful, and non-advisory manner.
● Comfort speaking with high-trust stakeholders, including attorneys, trustees, fiduciaries, business owners, and families navigating financial or legal concerns.
● High integrity, sound judgment, discretion, and respect for confidentiality.
● Ability to manage a pipeline, follow up consistently, and document activity accurately.
● Self-directed work style with the ability to meet goals in a contract-based environment.
● Familiarity with CRM tools, Microsoft Office, digital intake forms, and virtual meeting platforms.
Preferred Qualifications● Two or more years of consultative sales, client relations, or professional services business development experience.
● Knowledge of debt settlement, debt negotiation, creditor communication, probate, estate administration, fiduciary responsibilities, legal intake, or compliance-sensitive services.
● Existing referral relationships with attorneys, financial professionals, nonprofit organizations, community partners, or business service providers.
● Bilingual communication skills are a plus.
Engagement Details● Role Type: Contract-to-hire
● Schedule: Part-time or full-time availability may be considered based on business needs and candidate fit
● Location: Remote, hybrid, or local-market engagement depending on business requirements
● Compensation: Up to 25% commission structure, based on production, role scope, and contract terms to be discussed during the interview process
● Conversion Opportunity: High-performing contractors may be considered for permanent placement based on production, professionalism, compliance, and business fit
Compliance & Professional StandardsThis role requires strict adherence to ethical sales practices. The Sales Associate will not provide legal, tax, financial, or fiduciary advice unless separately licensed and authorized to do so. All communications must be accurate, professional, documented, and aligned with company-approved language, client confidentiality expectations, and applicable regulatory standards.
Why Join Us● Opportunity to help clients and stakeholders navigate important financial and legal service needs.
● Professional environment focused on trust, discretion, and long-term relationships.
● Contract-to-hire pathway with room to grow based on performance.
● Collaborative support from leadership and service partners.
How to ApplyInterested candidates should submit a resume and a brief statement of interest outlining relevant experience in sales, stakeholder engagement, financial services, fiduciary services, or legal services. Candidates should also include availability, preferred work arrangement, and any relevant professional licenses or certifications.
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