Financial Solutions Consultant

Americor

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

Qualifications

  • 1 year of experience in enrolling customers into debt settlement programs.
  • 2+ years of call center sales experience with a proven success record.
  • Proficient with CRM systems for accurate documentation and customer management.
  • Excellent verbal and written communication skills for conveying financial concepts.
  • Strong ability to manage customer inquiries through various channels.
  • Self-motivated with a strong work ethic and results-driven attitude.
  • Ability to build rapport and confidently handle customer objections.

Responsibilities

  • Consult with clients to evaluate their financial situation for debt settlement eligibility.
  • Handle inbound customer calls and proactively reach out to leads.
  • Educate clients on debt settlement processes, risks, and benefits.
  • Outline terms and conditions of debt settlements, including payments and timelines.
  • Maintain detailed records of client interactions within the company's CRM system.
  • Meet or exceed sales targets and performance metrics set by the company.
  • Stay informed on industry changes to provide updated advice to clients.

Benefits

  • Uncapped commissions with top performers earning $20K - $30K+ monthly.
  • Daily pay option for flexible access to earnings.
  • Paid training for new hires to ensure success from Day 1.
  • Enjoy company events, team lunches, and awards dinners.
  • Career growth and leadership opportunities with promotion from within.
  • Comprehensive medical, dental, and vision insurance plans.
  • 401(k) retirement plan with employer contributions.
  • Reputable company with an A+ BBB rating and strong Trustpilot reviews.
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!

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
  • Must be willing and able to commute to our office in Irvine, California on a daily basis.
  • 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.


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

#LI- TF1

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