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
Education
High school diploma
College degree in finance (bonus)
Job description
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.