Financial Solutions Consultant at Americor

Irvine, California, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Sep, 26

Salary

260000.0

Posted On

13 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Debt Settlement, Sales, CRM Management, Google Workspace, Customer Relationship Management, Objection Handling, Financial Consulting, Verbal Communication, Written Communication, Multitasking, Lead Management, Client Assessment

Industry

Financial Services

Description

Elevate your career with a company that’s consistently recognized as one of the Top Workplaces. We’re on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals to join our high-performing sales team, in our Irvine office. 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. Shift hours are 11:00 AM to 8:00 PM PST. Candidates must be available to work in the Irvine office on one of the following schedules: • Tuesday through Saturday • Monday through Thursday • Saturday through Wednesday *Candidates may select their preferred schedule from the options listed above. 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.

Responsibilities

Consult with clients to assess financial viability for debt settlement and educate them on the process, risks, and terms. Manage inbound and outbound leads while maintaining detailed records in the CRM to meet monthly sales targets.