Financial Consultant (Debt Relief)

Americor

Meridian (ID)

On-site

USD 120,000 - 260,000

Full time

3 days ago
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Benefits offered by this job

UNCAPPED Commissions
Daily Pay Option
Paid Training
Company Events & Perks
Career Growth & Leadership
Medical, Dental & Vision Insurance
401(k) Retirement Plan
Trusted Company

Job summary

Americor, Inc. is seeking an enthusiastic Financial Consultant to join our high-performing sales team. You will be the first point of contact for customers seeking financial solutions, applying your sales expertise to help them get back on track.

Responsibilities include consulting with clients, handling inbound and outbound outreach, educating on debt settlement, and maintaining CRM records to ensure accountability. A strong drive to meet targets is essential.

Qualifications

  • Minimum 2+ years in sales, preferably in a call center.
  • Proven ability to manage customer interactions with documentation.
  • Strong written and verbal communication to explain financial concepts.

Responsibilities

  • Consult with clients to assess finances and determine debt settlement viability.
  • Handle inbound calls and proactively reach out to leads.
  • Educate clients on debt settlement process, risks, and benefits.
  • Outline terms, monthly payments, and resolution timeline.
  • Maintain accurate CRM records for accountability and follow-through.
  • Meet or exceed monthly sales targets and metrics.

Skills

Sales experience
CRM usage
Communication
Multitasking
Phone/email/chat handling

Tools

CRM software
Google Workspace

Job description

Elevate your career with a company that is consistently recognized as one of the Top Workplaces. We are on a mission to empower individuals to take control of their financial future, and we are looking for driven, coachable professionals to join our high-performing sales team.

As a Financial Consultant you'll be the first point of contact for customers looking for financial solutions- and your sales expertise will play a key role in helping them get back on track!

So if you're ready to make a real impact, work with an amazing team, and take your career to the next level, Americor wants to meet YOU!

Responsibilities
  • Consult with clients to assess their finances and determine if debt settlement is a viable option.
  • Handle inbound calls while also proactively reaching out to leads provided by the company.
  • Educate clients on the debt settlement process, including how it works, potential risks, and benefits.
  • Outline debt settlement terms & conditions, including monthly payments and the timeline for resolution.
  • Maintain accurate and detailed records of client interactions and agreements within the company's CRM system to ensure accountability and follow-through.
  • Meet or exceed monthly sales targets and performance metrics set by the company.
  • Ensure adherence to all state and federal laws, as well as company policies related to debt settlement.
  • Keep up-to-date with changes in the debt settlement industry, including legal updates and market conditions, to provide informed advice to clients.
Requirements
  • 2+ years of sales experience in a call center with a proven track record of success.
  • Strong work ethic, self-motivation, and a results-driven attitude.
  • Minimum of 2 years of experience utilizing a CRM to manage customer interactions and maintain accurate documentation
  • Proficient in Google Workspace, email communication, managing customer inquiries, multitasking, and internet navigation.
  • Exceptional verbal and written communication skills, with the ability to convey complex financial concepts clearly and effectively.
  • Skilled in managing customer inquiries via phone, email, and chat, with a demonstrated ability to multitask and prioritize in a dynamic environment.
  • Demonstrated ability to build rapport with clients, handle objections confidently, and guide them toward informed financial decisions.
The Pay

Solid performers can earn between $120,000 and $260,000 annually!

The Perks
  • UNCAPPED Commissions - Top performers consistently earn $20K - $30K+ per month
  • Daily Pay Option - Get paid faster with flexible daily payout access
  • Paid Training - We invest in your success from Day 1
  • Company Events & Perks - Enjoy paid team lunches, exclusive top earner awards dinners, and more
  • Career Growth & Leadership Opportunities - We promote from within
  • Medical, Dental & Vision Insurance - Comprehensive benefits to support your well-being
  • 401(k) Retirement Plan - Plan for your future with employer-supported retirement savings
  • Trusted Company - A+ BBB rating, 4.9 stars on Trustpilot, and a strong reputation in the industry
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