Financial Solutions Consultant

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

Benefits offered by this job

Uncapped Commissions

Daily Pay Option

Paid Training

Career Growth Opportunities

Medical, Dental & Vision Insurance

401(k) Retirement Plan

Job summary

Americor, Inc. in Irvine, CA, is seeking a Financial Consultant to empower individuals in managing their financial futures. You'll be pivotal in assessing client finances and providing solutions through effective sales strategies.

Top performers can expect to earn between $120,000 and $260,000 annually, with additional perks like uncapped commissions, daily pay options, and comprehensive medical benefits.

Qualifications

• Minimum of 1 year enrolling customers into debt settlement programs.
• 2+ years sales experience in a call center.
• Strong work ethic and results-driven attitude.

Responsibilities

• Consult clients about debt settlement options.
• Handle inbound calls and proactively reach out to leads.
• Educate clients on the debt settlement process.

Skills

Sales expertise

Verbal communication

Written communication

CRM management

Multitasking

Tools

Google Workspace

Job description

Elevate your career with a company that’s consistently recognized as one of the Top Workplaces. We’re on a mission to empower individuals to take control of their financial future, and we’re 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! Apply today and be part of something truly great!

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

• Minimum of 1 year of experience enrolling customers into debt settlement programs.
• 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.

Shift hours are 11:00 AM to 8:00 PM PST. Candidates must be available to work one of the following schedules:

• Tuesday through Saturday
• Monday through Thursday
• Saturday through Wednesday

Candidates may select their preferred schedule from the options listed above.

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