Financial Solutions Consultant

Americor; Irvine (CA); On-site; USD 120,000 - 260,000; Full time

Benefits offered by this job

Uncapped commissions

Daily pay option

Paid training

Team events & perks

Leadership opportunities

Medical insurance

401(k) retirement plan

BBB rating

Job summary

Americor in Irvine, CA is seeking a driven Financial Consultant to be the first point of contact for clients seeking debt-relief solutions. You will assess client finances, explain settlement options, and guide customers toward informed, compliant decisions.

The role is 100% in-office with a focus on hitting sales targets in a commission-based structure. Strong communication skills and CRM experience are essential, with opportunities for career growth and team events.

Qualifications

• In-office role based in Irvine, CA, commuting distance required.
• Minimum 2 years of sales experience in a call-center or similar environment.
• Experience on commission-based compensation structures.
• CRM experience required to manage client interactions and documentation.
• Excellent verbal and written communication skills.
• Willingness to work evenings and/or weekends as required.

Responsibilities

• Consult with clients to assess finances and determine debt settlement viability.
• Handle inbound calls and proactively reach out to leads provided by the company.
• Educate clients on debt settlement processes, risks, and benefits.
• Explain debt settlement terms, including monthly payments and timelines.
• Maintain accurate records of client interactions in the CRM to ensure accountability.
• Meet or exceed monthly sales targets and performance metrics.
• Ensure compliance with state and federal laws and company policies.
• Stay informed about changes in debt settlement and market conditions.

Skills

Sales experience

CRM usage

Verbal communication

Written communication

Multitasking

Self-motivation

Results-driven

Team collaboration

Tools

Google Workspace

Microsoft Word

Job description

Ready for your next opportunity? Americor is growing, and we’re looking for driven, coachable sales professionals to join our Financial Consultant team.

As a Financial Consultant in our Irvine office, you’ll be the first point of contact for people looking for a way forward financially. You’ll take the time to understand their situation, walk them through their options, and help them find a solution that can make a real difference.

We’re proud to be consistently recognized as a Top Workplace, but what really sets us apart is our people. You’ll be surrounded by a team that works hard, supports one another, and wants to see you succeed.

If you’re motivated by helping people, enjoy sales, and are looking for a place where you can grow and build a successful career, we’d love 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

• This is a 100% in-office position based in Irvine, CA. Candidates must live within commuting distance of our Irvine office and be able to reliably commute to the office daily. Remote or hybrid work is not available
• 2+ years of sales experience in a call center with a proven track record of success.
• Must have prior experience working on a commission based compensation structure, and be comfortable with performance-based earnings tied to individual sales results.
• 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 or Microsoft Word, email communication, managing customer inquiries, multitasking, and internet navigation.
• Exceptional verbal and written communication skills.
• 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
• Must be available to work evenings and/or weekends as required

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