Account Manager

American One Financial; California; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Generous commission structure

Comprehensive training

Live exclusive leads

Collaborative team environment

Growth opportunities

Job summary

American One Financial is seeking a motivated sales professional in California to counsel potential clients on debt relief options and secure tailored solutions. You will build a robust client pipeline through outreach, networking, and referrals while guiding clients through the relief process with empathy and clear explanations of available programs.

We offer a competitive base salary with generous commissions, comprehensive training, live exclusive leads, and a collaborative team environment

Qualifications

• Experience selling debt relief, financial services, or related field preferred but not mandatory.
• Strong communication and interpersonal skills required.
• Empathetic and able to build trust with clients.
• Self-motivated, goal-oriented, and a strong closer.
• Familiarity with debt relief programs, financial regulations, and compliance is a plus.
• High school diploma required; finance-related degree is a bonus.

Responsibilities

• Engage with potential clients via phone, email, and in-person meetings to assess their financial needs and provide tailored debt relief solutions.
• Build and maintain a strong client pipeline through prospecting, networking, and referrals.
• Effectively explain debt relief programs and their benefits, helping clients understand their options.
• Maintain accurate and up-to-date client records and documents.
• Collaborate with in-house legal and financial experts to ensure compliance and successful execution of debt relief solutions.
• Work closely with clients to navigate the debt relief process, addressing questions and concerns.
• Meet or exceed monthly sales targets and KPIs.

Skills

Debt-relief sales

Client prospecting

Effective communication

Empathy & trust-building

Regulatory compliance awareness

Education

High school diploma

Finance-related degree (bonus)

Job description

Job Description:

Job Description

Key Responsibilities:

• Engage with potential clients via phone, email, and in-person meetings to assess their financial needs and provide tailored debt relief solutions.
• Build and maintain a strong client pipeline through prospecting, networking, and referrals.
• Effectively explain debt relief programs and their benefits, helping clients understand their options.
• Maintain accurate and up-to-date client records and documents.
• Collaborate with our in-house legal and financial experts to ensure compliance and the successful execution of debt relief solutions.
• Work closely with clients to navigate the debt relief process, addressing their questions and concerns.
• Meet or exceed monthly sales targets and KPIs.

Qualifications:

• Previous sales experience in debt relief, financial services, or a related field is preferred but not mandatory. (No Experience Necessary!)
• Strong communication and interpersonal skills.
• Empathetic and compassionate with the ability to build trust with clients.
• Self-motivated, goal-oriented, and a strong closer.
• Familiarity with debt relief programs, financial regulations, and compliance is a plus.
• High school diploma required; a college degree in finance or a related field is a bonus.

What We Offer:

• Competitive base salary and a generous commission structure.
• Comprehensive training and ongoing support to help you excel in your role.
• Live exclusive leads, we have the best the industry has to offer.
• A collaborative and supportive team environment.
• Opportunities for professional growth and career advancement.

American One Financial is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.