Financial Debt Advisor

at  Spergel

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:

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.

• 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.