Inside Sales Agent- Financial Consultant (Bilingual /Spanish)

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

Company Events & Perks

Career Growth & Leadership

Medical, Dental & Vision Insurance

401(k) Retirement Plan

Trusted Company

Job summary

Americor is hiring Financial Consultants for our Irvine office. As a Top Workplace, we help people take control of their financial futures and seek motivated professionals to join our high performing sales team.

As a Financial Consultant, you will be the first contact for clients seeking financial solutions, using your sales skills to guide them through debt settlement while ensuring compliance with laws. Solid performers can earn between $120,000 and $260,000 annually with uncapped commissions,

Qualifications

• 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.
• Minimum of 2 years of experience utilizing a CRM to manage customer interactions.
• Exceptional verbal and written communication skills.
• Must be available to work evenings and/or weekends as required.

Responsibilities

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

Skills

Bilingual English/Spanish

Tools

CRM

Google Workspace

Job description

Americor is hiring Financial Consultants for our Irvine office!

As a company consistently recognized as a Top Workplace, we are committed to helping individuals take control of their financial futures. We are looking for motivated, coachable professionals to join our high performing sales team.

As a Financial Consultant, you will be the first point of contact for consumers seeking financial solutions. Through meaningful conversations and personalized guidance, you will use your sales skills to help people overcome financial challenges and move forward with confidence.

If you are ready to make a meaningful impact while building a rewarding career with an incredible team, 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

• Minimum of 1 year of experience enrolling customers into debt settlement programs.
• Bilingual in English & Spanish.
• 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.
• Ability to work in a high-volume, fast-paced environment.

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