Account Manager

American One Financial; Irvine (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Company parties

Free food & snacks

Competitive base salary

Generous commission structure

Comprehensive training

Opportunities for professional growth

Job summary

A financial services company is seeking an Account Manager in Irvine, California. In this pivotal role, you will provide debt relief solutions to clients in need, assess their financial situations, and guide them through the process. Key responsibilities include engaging clients, maintaining accurate records, and collaborating with experts. Ideal candidates should possess strong sales skills, communication abilities, and a high school diploma, with a preference for financial education. Join a supportive team offering competitive pay and professional growth opportunities.

Qualifications

• Previous sales experience in financial services preferred but not mandatory.
• Ability to build trust and rapport with clients.
• Familiarity with debt relief programs is a plus.

Responsibilities

• Engage with clients via phone, email, and in-person.
• Build and maintain a strong client pipeline.
• Explain debt relief programs effectively.
• Maintain accurate client records.
• Collaborate with legal and financial experts.
• Meet or exceed monthly sales targets.

Skills

Sales experience

Strong communication skills

Empathy

Self-motivation

Goal-oriented

Familiarity with debt relief

Education

High school diploma

College degree in finance (bonus)

Job description

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Free food & snacks

Job Description

As an Account Manager, you will be responsible for providing comprehensive debt relief solutions to clients facing financial difficulties. You will play a pivotal role in assessing the unique financial situations of clients, recommending suitable debt relief programs, and guiding them through the process. Your ability to build trust, communicate effectively, and close deals will be key to your success in this role.

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.

How to Apply

If you are passionate about helping individuals regain their financial freedom and have a proven track record in sales, we want to hear from you. We look forward to considering your application.

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