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. Shift hours are 11:00 AM to 8:00 PM PST. Candidates must be available to work 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 #J-18808-Ljbffr Americor, Inc.
$124k - $280k
...Performance Management practice, within Finance Consulting services, will provide the opportunity... ...team helps clients optimise and align financial planning, consolidation, reporting and... ...and enterprise performance management solutions that help clients modernize planning,...SuggestedFull timeH1b- ...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...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern Mutual’s proprietary...SuggestedWork at office- ...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. Our Mission: At...Suggested
- ...guided by a common purpose to help make financial lives better through the power of every... ...potential home lending product solutions, submits the mortgage application, assists... ...business combined with a proven record in consultative sales and delivering tailored financial...SuggestedFull timeWork at officeFlexible hoursShift workWeekend workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis Northwestern Mutual's proprietary...Full timeContract workFor contractorsWork at office- ...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...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...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...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$82.6k - $162.8k
...as their businesses grow. As a NetSuite Consultant at Deloitte, you will support the design and implementation of NetSuite solutions that help clients meet their business goals... ...This role fits professionals across core financial accounting, procure-to-pay, or order-to-...Local areaVisa sponsorship$50k - $150k
...Overview As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage... ...ongoing development, and access to a wide range of financial solutions designed to support your success. Build a career that grows...Full timeContract workFlexible hours- ...to be a part of a globally trusted brand where cutting-edge technology meets exceptional talent? BenQ is an award-winning display solutions provider for lifestyle and business, including gaming monitors, projectors, and interactive displays like BenQ Board for education...Flexible hours
$131k - $193.81k
...Principal Financial AnalystMarvell's semiconductor solutions are the essential building blocks of the data infrastructure that connects our world. Across enterprise, cloud and AI, and carrier architectures, our innovative technology is enabling new possibilities.At Marvell...InternshipWork from home$127.63k - $237.01k
...a specific market. Provide integrated financial services advice to these clients including... ...specialist acting as a technical consultant to clients and colleagues in various business... ...planning capabilities and develop solutions across investments, trust and wealth transfer...Remote work$45.9k - $75.9k
...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...Part timeLocal areaImmediate startDay shift$22 - $26 per hour
...services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and follow through on commitments...Immediate start$160k - $250k
...Private Banker We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout... ...delivering customized banking, lending, and wealth management solutions backed by a collaborative team of specialists. You'll have the...$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 technology... ...working knowledge of branch operations Consultative relationship sales role in a related...$25 - $26.77 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... ...the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$132.5k - $205k
...the diverse resources of the company and proactively recommends solutions needed to achieve client goals and priorities. Success is... ...Work closely with the Wealth Management Partners to identify Financial Planning and Wealth Management opportunities. Collaborate with...Full timeFlexible hours- ...wealth management firm dedicated to delivering comprehensive financial planning and investment management services to affluent individuals... ...with senior leadership to deliver holistic wealth management solutions. This individual will participate in financial planning,...Immediate start
$250k
...events in a client’s life and business which have significant financial implications. Serve as a trusted advisor to clients who frequently... .... Bring together the product experts to develop long‑term solutions to strengthen relationships with the firm. Help clients...Full time$120k - $260k
...empower individuals to take control of their financial future, and we’re looking for driven,... ...our high-performing sales team. As a Debt Consultant, you'll be the first point of contact for customers looking for financial solutions- and your sales expertise will play a key...Daily paidFull timeTemporary workFlexible hoursWeekend workAfternoon 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 FridayFlexible hoursShift workDay shift
$250k
...generation.* Anticipate events in a client’s life and business, which have significant financial implications.* Bring together the appropriate product experts to develop long-term solutions that strengthen client relationships with the firm.* Help clients achieve broad...Full time$110.7k - $218.3k
...their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement NetSuite solutions that align with their business goals and... .... This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash...Local areaVisa sponsorship$250k
...Costa Mesa, California. The role involves managing a team of professionals while serving UHNW clients through strategic financial advice and solutions. With over 15 years of experience required, candidates must demonstrate strong leadership in private banking and the...$45k - $100k
...Financial Advisor PositionJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where... ...program?Delivering personalized investment and financial solutions to your clients?Taking ownership of your business's growth and...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on... ...needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business...Temporary workWork experience placementLocal area
- ...qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or... ...events in a client's life and business which have significant financial implications. Serve as a trusted advisor to clients who...
$95k - $140k
...Financial Advisor page is loaded## Financial Advisorlocations: Newport Beach, CAtime type... ...exceptional service.**Responsibilities:*** Consults with clients to identify their goals,... ...collaboration should result in providing solutions and strategies that are aimed towards accomplishing...Flexible hours
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