Financial Solutions Consultant
$120k - $260kAmericor, Inc.
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 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. Must be available to work evenings and/or weekends as required. Shift hours are 11:00 AM to 8:00 PM PST. Candidates must be available to work one of the following schedules: Tuesdays through Saturdays Mondays through Thursdays Sat to Wed *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 #J-18808-Ljbffr Americor, Inc.
$77k - $202k
...Requirements: Up to 60% At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients...SuggestedFull timeH1b- Bank of America is looking for a Financial Solutions Advisor Stage I in Colorado, focusing on helping clients achieve their financial goals through personalized service and comprehensive advice. This entry-level role involves obtaining securities industry licenses and developing...Suggested
$70k - $80k
Job Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...SuggestedTemporary workMonday to FridayShift workDay shift- Role, Inc. is hiring for a position focused on delivering financial advice and customized solutions to clients. Responsibilities include triaging client leads, making referrals, and reviewing investment goals. The role requires obtaining necessary licenses and managing...Suggested
- Responsibilities Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products... ...client relationships, assessing needs and recommending solutions Success creating strong peer relationships through effective...SuggestedTemporary work
- Americor, Inc. in Denver is seeking a motivated Financial Consultant to help clients navigate their financial futures. Responsibilities include assessing potential debt settlement options, managing customer inquiries, and maintaining detailed records. Ideal candidates...
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...business knowledge by using a defined consultative approach with clients to systematically...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Hourly payTemporary workWork at officeMonday to FridayShift workDay shift- Workiva is looking for a Senior Solution Consultant to provide pre-sales support, demonstrate our platform, and guide customers through technical validation and value-based demonstrations. You will connect customer outcomes to platform capabilities, rapidly iterate solutions...
- JPMorganChase is seeking a Private Client Advisor to deliver comprehensive financial planning and advice. This role involves building strong relationships with clients and offering personalized investment solutions while fostering diversity in the workplace. Candidates must have...
- ...in Denver seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will build relationships, deliver tailored investment solutions, and partner with Chase platforms to enhance the investor...
$156k - $253k
...meetings, drive discovery, lead product demonstrations, and identify areas where Workiva solutions align to address customer/prospect needs. Demonstrate expertise across Workiva’s Financial Reporting solutions, developing working knowledge of industries, departments, and...Work at officeRemote work- Workiva Inc. is seeking a qualified candidate for a role focusing on customer engagement within the Financial Services industry. The position entails driving customer success through product demonstrations and collaborative account planning. Minimum qualifications include...Remote work
$70k - $80k
Dormont Manufacturing Co is seeking a financial advisor to provide tailored financial solutions to clients. The role involves developing comprehensive financial plans, triaging client leads, and making appropriate referrals. Ideal candidates should hold relevant licenses...- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this... ...leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and...
- UMB Financial Corporation is seeking a Personal Banker I in Arvada, CO. As a Personal Banker, you'll build relationships and recommend financial solutions to enhance customer well-being. This role requires sales skills and offers extensive training to help you excel. The...
- ...guidance to Global Commercial Banking clients. You will be the primary contact, building trust and delivering comprehensive financial solutions. Key duties include acquiring and deepening profitable relationships, collaborating with Product Specialists, and leveraging...
- ...Personal Banker who is enthusiastic and self-motivated to help clients achieve financial freedom. This role focuses on building relationships, understanding client needs, and delivering solutions to meet those needs while ensuring accurate account openings. You will...
- Aon Corporation is seeking a Health Solutions Consultant - Financial Manager to oversee financial activities for clients and deliver innovative solutions in Health Analytics. The role involves preparing financial reports, analyzing data, and collaborating on various financial...Work at office
$95k - $110k
Aon is seeking a Health Solutions Consultant - Financial Manager in Denver, CO, responsible for all financial activities for assigned clients. You will prepare reporting packages, assist with financial models, and analyze data effectively. The ideal candidate should have...Work at office$22 per hour
...Representative to deliver exceptional member experiences, process transactions, open accounts, and cross-sell financial products. You will act as a financial consultant, building member profiles and maintaining branch operations. This is a full-time, on-site role with...Hourly payFull time- ...for this role to work on site in the specified location. The Financial Solutions Branch (FSB) is a segment of the Wealth & Centralized... ...Through a blend of human and digital touchpoints, Financial Consultants in the Financial Solutions Branch are tasked with driving engagement...Work at officeLocal area
- LPL Financial is seeking a seasoned Business Consultant to serve as a trusted ally and guide for financial advisors, leading projects that improve profitability... .... You will analyze client needs, craft tailored solutions, and partner with teams to implement strategic changes...
- Meritrust Credit Union is seeking a Member Consultant to deliver exceptional in-branch services while building meaningful connections with... ..., CO entails processing transactions, educating members on financial products, and transitional support to specialized representatives...Full time
- ...About the job Financial Consultant (Remote) Empower Your Future with a Flexible, Remote Financial Consulting Role About Us: We’re... ...Canada, Mexico, and beyond, we deliver personalized financial solutions that help individuals achieve true financial independence....Part timeImmediate startRemote workWorldwideFlexible hours
- ...will process cash transactions accurately, educate clients on mobile and online banking, and connect customers to appropriate financial solutions. The role emphasizes building relationships, delivering an exceptional client experience, and adhering to bank guidelines and...
- A leading technology consulting firm in Denver is seeking a Senior SAP Application Consultant specializing in Finance (FICO). You will lead SAP implementations, design financial solutions, and enhance business processes using SAP technologies. The role offers a competitive...
$95k - $110k
Health Solutions Consultant- Financial Manager Locations: Denver Co, Salt Lake City UT What The Day Will Look Like Be responsible for all financial activities for assigned clients Prepare regular (monthly or quarterly) financial reporting packages for clients, leveraging...Full timeTemporary workPart timeWork at officeLocal area$99.5k - $148.03k
Worldpay is seeking a Sales Solutions Consultant in Denver, Colorado, to engage with clients and enhance their payment solutions. The role focuses on building relationships internally and externally, providing pre-sales support, and collaborating with various teams. Ideal...- A forward-thinking financial services company is seeking a Financial Consultant to deliver personalized financial solutions. This remote position offers flexibility, allowing you to create your own schedule while aiding clients in achieving their financial goals. Key responsibilities...Remote jobFlexible hours
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