Sr. Settlement Advisor

Coastal Debt Resolve; Fort Lauderdale (FL); On-site; USD 120,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

Job summary

Coastal Debt Resolve in Fort Lauderdale, FL seeks a Senior Account Executive to guide clients through debt resolution and enroll qualified clients into debt relief programs. You will leverage negotiation skills and knowledge of debt settlement to build trust and close deals.

This role handles 75–100 live leads monthly, communicates by phone, email, and SMS, and maintains CRM notes to document settlements. Base plus commission with an OTE of $120,000 - $250,000 per year, plus daily and monthly

Qualifications

• Minimum 2 years’ experience in closing sales.
• Proven track record of successful negotiations and settlements.
• Excellent communication, negotiation, and problem solving skills.
• High level of integrity, professionalism, and attention to detail.
• Ability to efficiently manage time and multiple complex cases simultaneously.

Responsibilities

• Provide clear and concise expert advice to clients on options and programs.
• Listen to client needs and adapt sales strategies based on feedback.
• Conduct thorough financial assessments to develop personalized debt settlement plans.
• Address client concerns promptly and professionally.
• Educate clients on benefits, risks, and outcomes of debt settlement.
• Contact 75–100 live and warm leads per month provided via various channels.
• Communicate by phone, email, and SMS with clients professionally and with integrity.
• Follow up with prospects and clients with professional persistence.
• Maintain detailed notes in the CRM of interactions and settlements.
• Prepare and review settlement documentation for a smooth transition to retention/customer support.
• Provide feedback to management on common issues and solutions.

Skills

Closing sales

Negotiation

Communication

Problem solving

Integrity

Time management

Multi-tasking

Tools

CRM systems

Job description

Are you looking for an opportunity to work for a Company that has an unwavering commitment to excellence, transparency, and ethical business practices? Be a part of a team that focuses on providing personalized business debit relief and empowering businesses to regain financial stability.

Coastal Debt Resolve is a leader in Business Debt Settlement with a dedication to delivering exceptional service and maintaining the trust and confidence of our clients. Our Company has earned a reputation for excellence and trustworthiness in the financial services industry. We are BSI ISO 9001:2015 certified and are BBB accredited, attaining an A+ rating.

As a confident Senior Account Executive, you will guide clients through the debt resolution process by enrolling qualified clients into our debt relief programs. This role requires advance knowledge of debt settlement practices, strong negotiation skills, resilience to handle rejection and recover quickly, as well as the ability to manage complex client cases. Successful Senior Account Executives will proactively continue to develop their product knowledge after the completion of our comprehensive training.

Responsibilities:

• Provide clear and concise expert advice to clients of their options and the programs provided by Coastal Debt Resolve.
• Actively listen to client’s needs and concerns to confirm the clients’ qualifications and have the ability to be flexible and adapt sales strategies based on the client’s feedback.
• Conduct thorough financial assessments to develop a personalized debt settlement plan.
• Address client concerns and questions promptly and professionally.
• Educate clients on the benefits, risks, and potential outcomes of debt settlement.
• Contact between 75 – 100 live and warm leads per month provided via various channels.
• Communicate by phone, email, and SMS with prospective and existing clients professionally, empathetically and with integrity the Coastal Debt Resolve products.
• Follow up with perspective and existing clients with professional persistence.
• Maintain detailed notes in the CRM of client interactions, settlement qualifications, negotiations, and agreements.
• Prepare and review all settlement documentation to ensure a smooth transition to the Retention/ Customer Support team.
• Provide feedback and insight to management on common issues and potential solutions.

Qualifications:

• Basic computer skills
• Minimum 2 years’ experience in closing sales
• Proven track record of successful negotiations and settlements
• Excellent communication, negotiation, and problem solving skills
• High level of integrity, professionalism, and attention to detail
• Ability to efficiently manage your time and manage multiple complex cases simultaneously

Preferred Skills:

• Proficiency in CRM systems
• Strong knowledge of debt settlement processes, regulations, and industry standards
• Financial services or debt settlement industry experience
• Bilingual is a plus

Compensation: Base plus commission with an OTE of $120,000 - $250,000/year. Daily and monthly bonuses and incentives.

Benefits: Comprehensive package that includes health, dental, vision, and supplemental insurance through Aflac. Eligible for paid time off (PTO) upon the completion of the introductory period.