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Debt Advisor (Financial & Debt Assistance)

Company: Direct Concepts
Location: Deltona
Posted on: March 16, 2020

Job Description:

As an Direct Concepts Debt Advisor you will be working with clients across the Deltona 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.
    A Direct Concepts 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, Deltona , Debt Advisor (Financial & Debt Assistance), Accounting, Auditing , Deltona, Florida

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