Financial Solutions Consultant

Americor; Miami (FL); On-site; USD 120,000 - 260,000; Full time

Benefits offered by this job

Uncapped commissions

Daily pay

Paid training

Team events

Career growth

Insurance

401(k)

BBB rating

Job summary

Americor is hiring a Financial Consultant to be the first contact for clients seeking debt settlement solutions. You will guide prospects through options, explain terms and stay compliant with laws.

Join a top workplace with uncapped commissions, paid training, and opportunities for career growth. Evening/weekend availability may be required as you help clients achieve financial outcomes.

Qualifications

• 1+ year 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.
• 2+ years experience using a CRM to manage customer interactions and documentation.
• Proficient in Google Workspace, email, inquiries, multitasking and internet navigation.
• Excellent verbal and written communication; ability to explain financial concepts clearly.
• Experience handling inquiries via phone, email, and chat with multitasking ability.
• Ability to build rapport, handle objections, and guide clients to informed decisions.

Responsibilities

• Consult with clients to assess their finances and determine if debt settlement is viable.
• Handle inbound calls and proactively reach out to leads provided by the company.
• Educate clients on debt settlement process, risks, and benefits.
• Outline debt settlement terms, including monthly payments and timeline for resolution.
• Maintain accurate client records in the CRM for accountability.
• Meet or exceed monthly sales targets and performance metrics.
• Ensure adherence to state and federal laws and company policies.
• Stay up-to-date with changes in debt settlement and market conditions.

Skills

CRM usage

Sales experience

Verbal communication

Written communication

Multitasking

Google Workspace

Tools

CRM software

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, 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

• 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
• 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

Note to Agencies: Americor Funding Inc. has an internal recruiting department and may, at times, supplement that capability with assistance from temporary staffing agencies, placement services, and professional recruiters (“Agency”). Agencies are directed not to contact Americor Funding Inc. employees directly to present candidates. It is the Company’s policy that all candidates must be presented to hiring managers exclusively by the internal recruiting team or other authorized personnel.

Any unsolicited resumes sent to Americor Funding Inc. by an Agency—including those sent to any Company mailing address, fax, email, employee, or the resume database—will be considered the property of the Company. Americor Funding Inc. will not pay a fee for any placement resulting from an unsolicited resume. Any candidate for whom an Agency submits an unsolicited resume will be deemed referred at no cost to the Company.