Financial Solutions Consultant
$120k - $260kAmericor
Financial Consultant Opportunity
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
$120k - $260k
...empower individuals to take control of their financial future, and we’re looking for driven,... ...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...SuggestedDaily paidFull timeTemporary workWork at officeMonday to ThursdayFlexible hoursShift work$25 - $29.61 per hour
...specialist working full time within the financial center. Key responsibilities include... ...Presents potential home lending product solutions, submits the mortgage application, assists... ...combined with a proven record in consultative sales and delivering tailored financial...SuggestedHourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- Bank of America in Fountain Valley is seeking a Financial Advisor to provide clients with advice and customized solutions to achieve their financial goals. The ideal candidate will have at least one year of relevant experience and must hold Series 7 & 66 licenses. This...Suggested
$70k - $80k
...Act; Loan Originators; FINRA. This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position is subject to SAFE Act registration requirements and requires completion of the SAFE Act...SuggestedMonday to Friday- Bank of America is seeking a Financial Solutions Advisor Stage I in Fountain Valley, CA. This role involves obtaining necessary Securities Industry licenses and managing client relationships while providing tailored financial advice. The advisor will collaborate with banking...Suggested
$25 - $29.61 per hour
...Bank Of America Credit Solutions Advisor II At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We... ...business combined with a proven record in consultative sales and delivering tailored financial...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...Principal Solution Advisor - SAP GRC Domain Expert SAP, a global leader in enterprise software, is seeking a highly skilled Principal... ...10+ years in enterprise software sales, solution advisory, or consulting related to governance, risk management, compliance, or trade...
$28.85 - $33.65 per hour
Job Description The Financial Solutions Advisor Stage I (FSA I) is responsible for obtaining the required Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, the advisor builds, manages, and grows...Hourly payMonday to FridayShift workDay shift- ...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... ...business knowledge by using a defined consultative approach with clients to systematically...Work at officeImmediate startMonday to FridayShift workDay shift
- ...goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...Role Specifics: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
$43.68k - $69.9k
...involves creating exceptional customer experiences by building relationships, processing transactions, and providing tailored financial solutions. A high school diploma or GED along with 6 months of customer service experience is required. The position offers a base...- ...This role focuses on developing long-lasting relationships with customers, analyzing their credit needs, and offering tailored financial solutions. The ideal candidate will have a background in sales and customer service, with skills in communication and credit analysis....
$65.7k
...Job Title Financial Aid Counselor Job Description Working independently under general supervision, applies a broad understanding of student... ...Ability to address complex issues and provide suggestions and solutions; ability to maintain security and confidentiality of...Seasonal workWork at officeNight shift- ...building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating... .... If you're driven by a commitment to delivering personalized solutions and thrive in a collaborative environment, we invite you to...
$20 - $26 per hour
...Financial Consultant Administrative Support To perform administrative duties and provide support to the Financial Consultant of Wealth Management. Responsibilities include: Answering general queries by telephone, email or in person Organize and accurately...Work at office$25 - $29.61 per hour
...primary lending specialist within the financial center. The role delivers First Mortgage... ...services. Presents home‑lending product solutions, submits mortgage applications and... ...assessment, leadership, trust building, and consultative sales. Proven record in delivering...Hourly payFlexible hoursShift workWeekend workDay shift- Columbia Bank is seeking a Relationship Banker in Newport Beach, CA, to build meaningful client relationships by providing tailored financial solutions and outstanding service. Responsibilities include educating clients on available banking products and services and...
- ...Financial Advisor We are hiring Certified Financial Planners (CFPs) to join our growing RIA firm for our Financial Advisor role.... ...comprehensive financial plans to clients. Previous experience teaching classes or presenting is a plus Identified Talent Solutions
$125k - $150k
...Budget And Financial Planner Hyundai AutoEver America (HAEA) is the dynamic IT powerhouse behind Hyundai Motor Corporation, a Fortune... ...resources under one roof, we deliver consistent, top-quality solutions while serving as the crucial information link between Hyundai'...Contract workFor contractorsWork at office$100 per hour
...perform reliably, deliver measurable impact, and drive lasting results on the P&L. Role Overview Turing is looking for Financial Consulting professionals to work with our researchers to improve the performance of AI models. You will apply your expertise in...Hourly payFreelanceRemote workFlexible hours- ...premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service... ...years advisory experience, including creating and customizing financial plans and portfolios for clients * Five or more years in the...Work at office
- ...premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service... ...years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the...Work at office
- ...collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward... ...by providing a turn-key approach to LTC and Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced...Immediate start
- ...workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive... ...to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience...Remote workFlexible hours
$19 - $23 per hour
...drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! General Summary... ...services. Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution. Perform...Full timeWork experience placementBank staffFlexible hoursShift work$22 - $23.5 per hour
...the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams... ...offering tailored product and services solutions Leveraging the bank's latest... ...working knowledge of branch operations ~ Consultative relationship sales role in a related...$41.71k - $69k
...customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...Contract workPart timeLocal areaImmediate startDay shift$110k - $125k
...develop and manufacture advanced airborne and ground-based defense solutions deployed in over 50 countries. Backed by U.S. Government... ...to do work that matters? Join us. Position Title: Senior Financial Analyst (FP&A) Location: Irvine, CA Work Arrangement:...Full timeWork experience placementWork at officeLocal areaImmediate startVisa sponsorshipWork visa- ...premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service... ...and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service...Work at office
- ...innovation to drive success. As a dynamic and forward-thinking financial institution, we're always on the lookout for individuals who... ...from diverse backgrounds, finding it hard to get precise banking solutions for their unique needs. For over four decades of...Full timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Solutions Consultant. Be the first to apply!
- strategic finance associate Irvine, CA
- associate leveraged finance Irvine, CA
- oracle cloud financials consultant Irvine, CA
- associate corporate finance Irvine, CA
- oracle financial functional consultant Irvine, CA
- financial planner Irvine, CA
- junior oracle financial functional consultant Irvine, CA
- estate planning consultant Irvine, CA
- financial counselor Irvine, CA
- senior wealth advisor Irvine, CA


