- Assess clients' financial situations, provide personalized options for managing debt.
- Offer ongoing support through Debt Management Program for debt resolution.
- Serve as a trusted resource, answering questions to ensure financial stability.
- – Build trusting relationships with youth through consistent support and active listening.
- – Assist mentees in developing essential life skills, including budgeting and employment.
- – Document progress and challenges to maintain tailored support plans for each mentee.
- – Initiate contact with potential customers through inbound and outbound inquiries
- – Conduct discovery calls to understand customer needs and route opportunities
- – Maintain and grow prospect database while collaborating on online demos