Financial Consultant

Posted 6 Days Ago
Be an Early Applicant
Irvine, CA
In-Office
120K-260K Annually
Junior
Fintech
The Role
As a Financial Consultant, you will consult clients on finances, handle sales inquiries, educate about debt settlement, and maintain records. You will also need to meet sales targets and comply with regulations.
Summary Generated by Built In

Ready to 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.

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

  • 2+ years of sales experience in a call center with a proven track record of success. 
  • Minimum of 1 year of experience in Debt Settlement, or a related field.
  • Strong work ethic, self-motivation, and a results-driven attitude.
  • Proficiency in using CRM systems and call center technology.
  • 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 $120,000 and $260,000+ annually!

The Perks

  • UNCAPPED Commissions – Top performers consistently earn $20K – $40K+ per month
  • Daily Pay Option – Get paid faster with flexible daily payout access
  • Paid Training – We invest in your success from Day One
  • 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-JF1
 

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.

 

Americor is proud to be an Equal Opportunity Employer. Americor does not discriminate based on race, color, gender, disability, veteran, military status, religion, age, creed, national origin, sexual identity or expression, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law.

Top Skills

Crm Systems
Google Workspace
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Irvine, CA
0 Employees
Year Founded: 2009

What We Do

Founded in 2009, Americor Funding, Inc is an innovative online lender in offering debt consolidation loans and personal lines of credit to consumers. Americor's founder's have had decades of experience in helping consumer get out of debt with its lines of credit and debt consolidation loans.

Americor provides debt solutions to thousands individuals and families all over the country. We’re a next-generation debt relief company with a proprietary platform designed to help clients get out of debt quickly. Together we’ll develop a strategy for you to enjoy a debt free lifestyle. Learn more about how Americor can help relieve the burdens of debt today.

Similar Jobs

CDW Logo CDW

Engineer, Networking - Smart Hands - Managed Services

Artificial Intelligence • eCommerce • Information Technology • Internet of Things • Automation
Remote or Hybrid
CA, USA
15100 Employees
64K-106K Annually

Square Logo Square

Product Manager

eCommerce • Fintech • Hardware • Payments • Software • Financial Services
Remote or Hybrid
8 Locations
12000 Employees
168K-297K Annually
In-Office or Remote
10 Locations
2449 Employees
109K-161K Annually
In-Office or Remote
10 Locations
2449 Employees
86K-127K Annually

Similar Companies Hiring

Camber Thumbnail
Social Impact • Healthtech • Fintech
New York, NY
53 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
70 Employees
Scotch Thumbnail
Software • Retail • Payments • Fintech • eCommerce • Artificial Intelligence • Analytics
US
25 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account