Financial Debt Advisor
1 week ago
Spergel has been providing expert financial solutions and support to clients for over 30 years. Our commitment to helping individuals and families achieve financial freedom has made us a trusted name in the industry. We are seeking a passionate and results-driven Financial Debt Advisor.
Financial Debt Advisor to join our growing team and contribute to our mission of offering exceptional service to our clients.
Job Description: As a Financial Debt Advisor at Spergel, you will play a crucial role working closely with clients to assess their financial situations, provide tailored solutions, and guide them toward long-term financial stability. You'll play a vital role in helping individuals take control of their debt and achieve financial freedom. Your primary responsibilities will include:
Key Responsibilities
- Conduct confidential consultations with clients to evaluate their financial situations.
- Provide expert advice on options such as consumer proposals, bankruptcy, and budgeting strategies.
- Develop tailored action plans to help clients achieve their financial goals.
- Build strong client relationships by demonstrating empathy, professionalism, and trustworthiness.
- Stay up to date on relevant debt relief regulations and financial services.
- Work collaboratively with the Licensed Insolvency Trustees (LITs) to finalize client plans.
Qualifications
- Experience in debt relief services (Bankruptcy / Consumer Proposals / Consolidation) and consulting is preferred
- Proven track record in client service and building trust-based relationships.
- Ability to handle sensitive information with confidentiality and professionalism
- Detail-oriented and capable of multitasking in a fast-paced environment
- Proficiency in financial software and Microsoft Office Suite.
- Excellent communication and interpersonal skills.
What We Offer:
- Competitive salary and benefits package
- Opportunities for professional growth and development
- A supportive and collaborative work environment
- The chance to make a meaningful impact on clients' financial well-being
Hours:
Monday 9am - 7pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm
Join Spergel and be a part of a team dedicated to helping individuals achieve financial freedom
Job Type: Full-time
Pay: $20-$22.00 per hour
Work Location: In person
Job Types: Full-time, Permanent
Pay: $20.00-$22.00 per hour
Benefits:
- Dental care
Work Location: In person
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