Financial Consultant (Debt Relief)

Americor

$120K — $260K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of sales experience in a call center with proven success.
  • Strong work ethic and results-driven attitude.
  • Experienced in using a CRM for customer interaction management.
  • Proficient in Google Workspace and managing inquiries across multiple channels.
  • Exceptional verbal and written communication skills for complex financial topics.
  • Skilled in rapport-building and objection handling with clients.

Responsibilities

  • Consult with clients to evaluate their finances for debt settlement options.
  • Respond to inbound calls while proactively reaching out to company-provided leads.
  • Educate clients about the debt settlement process, including risks and benefits.
  • Outline detailed debt settlement plans with terms, monthly payments, and timelines.
  • Maintain accurate records of interactions and agreements in the CRM system.
  • Achieve monthly sales targets and meet performance metrics.
  • Adhere to legal and company policies regarding debt settlement practices.
  • Stay informed on industry changes and legal updates related to debt settlement.

Benefits

  • Uncapped commissions with top performers earning $20K - $30K+ monthly.
  • Daily pay option allowing for quicker access to earnings.
  • Paid training to support new hires from Day 1.
  • Company-sponsored team lunches and exclusive awards for top achievers.
  • Opportunities for internal promotions and leadership roles.
  • Comprehensive medical, dental, and vision insurance.
  • 401(k) retirement plan with employer support.
  • Reputable company with an A+ BBB rating and 4.9 stars on Trustpilot.
Full Job Description
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!

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

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.

More Jobs at Americor

More Finance & Insurance Jobs

Find similar Financial Consultant (Debt Relief) jobs: