Inside Sales Agent- Financial Consultant (Bilingual /Spanish)

Americor

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

Qualifications

  • 1+ years experience in enrolling clients in debt settlement programs.
  • Bilingual in English and Spanish, enhancing client communication.
  • 2+ years of sales experience in a call center environment.
  • Strong self-motivation and results-driven attitude.
  • Experience using CRM systems for customer interaction management.
  • Proficient in Google Workspace and effective email communication.
  • Exceptional communication skills for conveying complex financial information.

Responsibilities

  • Consult with clients to assess their financial situations regarding debt settlement options.
  • Handle inbound calls and proactively reach out to leads provided by the company.
  • Educate clients on debt settlement processes, including risks and benefits.
  • Outline and explain debt settlement terms, including payments and resolution timeline.
  • Maintain detailed records of client interactions in the CRM system to ensure accountability.
  • Meet or exceed monthly sales targets and performance metrics set by the company.
  • Stay updated on industry changes and legal requirements related to debt settlement.

Benefits

  • UNCAPPED commissions allow top performers to earn significantly above base salary.
  • Daily pay option for faster access to earned income.
  • Paid training to ensure new hires are set up for success.
  • Company perks include team lunches and award dinners for top performers.
  • Opportunities for career growth and internal promotions.
  • Comprehensive medical, dental, and vision insurance.
  • 401(k) retirement plan with employer support for savings.
Full Job Description
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

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.

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