Financial Services Consultant

AttainFinance

Baraboo (WI)

On-site

USD 23,000 - 32,000

Full time

6 days ago

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Benefits offered by this job

Paid Time Off

Medical/Dental/Vision

401(k) match

Tuition Reimbursement

Leadership Development Programs

Monthly Bonus Program

Employee Assistance Program

Job summary

Heights Finance in Baraboo, WI is seeking a Financial Service Representative to deliver exceptional service, build lasting relationships, and guide customers through loan processes. This full-time role offers growth opportunities, a structured training program, and a supportive leadership team.

You will engage customers, promote financial products, and ensure regulatory compliance while benefiting from strong benefits starting on day one.

Qualifications

Customer-focused, willing to learn and grow in a fast-paced team environment.
Sales-minded with ability to upsell and cross-sell financial products.
Strong written and verbal communication; rapport-building skills.
Problem-solving ability and adaptability to new systems and processes.
Team-oriented with collaborative spirit and willingness to contribute.

Responsibilities

Deliver exceptional service to new and existing customers during loan processes.
Drive sales growth through consultative selling of financial products.
Engage customers via inbound/outbound calls and represent offerings effectively.
Support delinquency management by offering solutions and guiding customers to resolution.
Learn and grow through hands-on training and one-on-one mentoring.
Ensure compliance with regulations and company policies to protect customers and assets.