Financial Sales Consultant
Citizens Debt Relief, LLC
At Citizen's Debt Relief, we specialize in helping clients overwhelmed with unsecured debt achieve financial stability. Our team of dedicated professionals is committed to providing personalized solutions that meet the unique needs of each client. We pride ourselves on our client-centric approach and our track record of success within the industry. Position Overview Citizen's is currently looking for highly motivated sales representatives to join our team. This is a position with high earning potential in an industry that is rapidly growing. Our consultants have the ability to make a base salary and uncapped commissions while truly helping our clients change their lives and reach their financial goals. Responsibilities Make outbound calls to prospects inquiring about debt relief options. Identify customer needs, recommend appropriate solutions and guide them through the enrollment process. Provide accurate information about our products and services and the consumer credit industry. Maintain a supplemental strategy of texting and emailing to increase outreach to potential clients. Effectively manage a pipeline of warm leads within Salesforce CRM. Follow up with customers to ensure satisfaction. Qualifications Excellent understanding of financial concepts and the consumer credit industry. Exceptional communication and interpersonal skills. Ability to work independently and manage multiple tasks simultaneously. High level of integrity, professionalism, and confidentiality. Strong sales skills and the ability to maintain a successful outreach strategy. Bachelor's degree preferred. What We Offer Competitive salary and performance-based incentives. Comprehensive benefits package, including health, dental, and vision insurance. Opportunities for professional growth. A supportive and collaborative work environment. How to Apply If you are a motivated sales professional with a passion for helping individuals achieve financial freedom, we would love to have you join our team! Please submit your resume outlining your experience and qualifications for our review and we will reach out to you regarding next steps. 401(k) Health insurance Vision insurance Health savings account Paid time off Citizen's Debt Relief is an equal-opportunity employer. #J-18808-Ljbffr
$80k - $92k
AlphaSense in New York is seeking a Pre-Sales Consultant focused on Financial Services to enhance product evaluations and drive growth. The successful candidate will collaborate with clients to understand their needs, build use cases, and contribute to product development...Suggested$80k - $95k
...Pre-Sales Consultant, Financial Services New York, New York, United States About AlphaSense: The world's most sophisticated companies rely on AlphaSense to remove uncertainty from decision-making. With market intelligence and search built on proven AI, AlphaSense...SuggestedWork experience placementFlexible hours$4,001 - $6,300 per week
...About this role If you have sales experience and you are tired of working a territory... ...sales professionals to join our remote financial services team. You will use the phone... ...families financially Conduct needs-based consultations by phone and Zoom to identify the right...SuggestedWeekly payPermanent employmentFull timeWork at officeRemote workWork from homeHome officeFlexible hours- Dormont Manufacturing Co is seeking an Internal Sales Consultant to report directly to an Internal Sales Manager. This position involves working with internal and external wholesalers while managing customer interactions effectively. The ideal candidate will possess strong...SuggestedFlexible hours
- ...About the job Financial Consultant (Remote) Stay Active and Make a Difference with a Flexible, Remote Financial Consulting Role About Us: We are a mission-driven financial services company dedicated to helping individuals and families build and protect their wealth...SuggestedExtra incomePart timeImmediate startRemote workWork from homeFlexible hours
$34.5k - $125k
...its clients. Our network of over 4,300 financial professionals across the U.S. is committed... ...and guidance Product and Service Consultation: Discuss financial products and services... ...type Full-time Job function Job function Sales, Customer Service, and Business Development...Full timeWork experience placementWork at officeLocal areaFlexible hours- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals....
- Ascent Capital Group seeks an Entry-Level Financial Consultant for a fully remote US-based program. You will learn financial strategies, build your own client base with full guidance, and educate individuals, families, and business owners on retirement, insurance, and...Remote job
- If you’re a top-performing sales rep, you already know the reality of most industries: Income ceilings are real Compensation plans... ...directly builds your future That industry is life insurance & financial services. The same skills that make you successful now transfer...
- ...directly tied to our clients’ success. Job Description Job Title: Financial Consultant Location: New York ,NY Duration: 5+ MONTHS This role is a... ..., including detailed variance analysis. • Work with the Sales and Account Management teams to develop client specific...Temporary work
- ...their administrative responsibilities, and Workday‑certified consultants who are authentic, empowered, and resilient. More important than... ...ensure a culture fit. About this Role As an Invisors Workday Financial Senior Consultant, you will partner with clients to deliver Workday...Full timeContract workVisa sponsorshipWork visaFlexible hours
- Financial Services Consultant - Loan IQ Candidate will be responsible for supporting data migration activities for the Loan IQ system. The role involves preparing structured data from source documents (such as PDFs and Excel files) and migrating the data into Loan IQ using...Work at officeFlexible hours
- Financial Services Representative Employment Type: Full-Time, Part Time, Contract Compensation... ...Preferred (Not Required) Background in sales, customer service, banking, or financial... ...Experience working with clients in a consultative environment What We Offer Structured training...Full timeContract workPart timeFlexible hours
- Hartford Funds is seeking an Advisor Consultant to grow market share within a defined territory by building deep, long-term relationships with financial advisors and strategic partners. You will drive sales of mutual funds, ETFs, SMAs and CITs, while maintaining compliance...
- Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice. You will build lasting client relationships and empower them to own their financial futures. The role requires strong qualifications, including an active FINRA...
- CCSi in New York seeks a financial services leader to enhance fiscal strategies for human-centered organizations. The role emphasizes collaboration with executive leaders, mentoring staff, and ensuring exceptional client service. Candidates should possess an advanced degree...
- ## Financial Consultant - Greenville, DEApplylocations: Greenville, DEtime type: Full timeposted on: Posted Todayjob requisition id: 2129889## ## Job Description:**Financial Consultant**If you no longer want to spend your time on sourcing new clients and would rather have...Work at office
- A consulting firm specialized in Workday solutions is seeking a Workday Senior Certified Financials Consultant to ensure successful implementations and mentor junior consultants. This role is remote and requires holding current Workday certifications, with at least 4 years...Remote job
- A technology consultancy is seeking a Workday Senior Certified Financials Consultant to ensure successful implementation of Workday solutions across clients. The role involves leading discovery sessions, providing guidance for best practices, and mentoring junior consultants...Remote job
$20 - $26 per hour
...over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced,... ...perform administrative duties and provide support to the Financial Consultant of Wealth Management. Responsibilities Answering general...Work at office- A leading financial services firm in the United States is seeking an experienced financial modeler to build advanced valuation models and perform detailed transaction analyses. The ideal candidate will have progressive experience in investment banking or private equity,...Remote job
- A financial services firm is looking for motivated individuals to build flexible finance careers. The role involves consulting with clients on personalized financial strategies, working remotely with a flexible schedule. Full training and mentorship are provided, requiring...Remote jobFlexible hours
- A leading ERP solutions provider is seeking an experienced Epicor Implementation Consultant focused on financial modules and Avalara tax integration. This remote role requires deep expertise in corporate accounting, US/international tax compliance, and hands-on experience...Remote job
- A leading investment management firm is looking for an Advisor Consultant to create and manage relationships with Financial Advisors across the Midwest. The role involves developing business plans, coordinating meetings, and maintaining a high level of market expertise...
$4,000 per month
...Commission. Responsibilities Connect and understand potential client financial need in both wealth protection and wealth accumulation. Advise... ...plans for client to make an informed decision. Assist in after sales services including claim, policy renewal. Review and update...Permanent employmentWork at office- A leading IT services company is hiring a Workday Consultant for Financials in the U.S. This role involves triaging requests, optimizing configurations, and collaborating with clients to enhance their Workday experience. Ideal candidates will have a Bachelor's degree and...Remote job
$400 per unit
Position Type: Consultant (Part-Time) Hours Per Week: 8-10 hours a month Met Council is America’s largest Jewish charity dedicated to... ...in neighborhoods across New York City. Position Summary The Financial Empowerment Consultant will design and lead monthly interactive...Part timeFor contractors$40 - $60 per hour
Overview Join to apply for the Financial/KYC Consultant role at Michael Page . This temporary role in New York offers a chance to make an impact in a dynamic environment while utilizing your expertise in relationship management and legal knowledge. The pay is based on...Hourly payContract workTemporary workLocal area- ...description. Below is a refined version that enhances clarity and organization, using appropriate HTML tags: Job Title: Workday Financials Consultant Location: Complete Remote Duration: 5+ Months Role Overview: The contractor will support the finance team by building and...For contractorsRemote work
$40 - $60 per hour
A recruitment agency is seeking a Financial/KYC Consultant in New York. This temporary position requires MANDARIN fluency and expertise in Financial Services and legal operations. Responsibilities include managing client relationships, ensuring legal compliance, and collaborating...Hourly payTemporary work
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