Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Solutions Consultant

$120k - $260k
Full-time

Americor

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.

 

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
 

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.

#LI- TF1

Vacancy posted 7 days ago
Similar jobs that could be interesting for youBased on the Financial Solutions Consultant in Irvine, CA vacancy
  • $88k - $176k

     ...Overview As a Health & Benefits (H&B) Consultant , you will assist with managing consulting...  ...overall service delivery, strategy, financial evaluations, plan design, renewal, business...  ...and drive the development of tools and solutions to address complex client issues.... 
    Suggested
    Minimum wage
    Work at office
    Local area
    Flexible hours
    3 days per week
    1 day per week

    US048 Mercer Health & Benefits LLC

    Irvine, CA
    2 days ago
  •  ...Are you an Experienced Financial Advisor/Financial Planner s eeking an opportunity to serve your clients better? At Pacific Southwest...  ...candidate will deliver comprehensive personalized investment solutions to help clients work toward their long‑term financial goals. They... 
    Suggested
    Contract work

    Prudential Advisors

    Irvine, CA
    4 days ago
  • $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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Irvine, CA
    5 days ago
  • $51k - $320k

     ...ready to take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated...  ..., including estate planning, wealth management, and insurance solutions. Collaborate with our expert planning and wealth management... 
    Suggested
    Internship
    Local area
    Flexible hours

    GoldBook Financial

    Costa Mesa, CA
    3 days ago
  • $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, and business needs analysis. Northwestern Mutual’s... 
    Suggested
    For contractors
    Work at office

    Northwestern Mutual

    Irvine, CA
    2 days ago
  • $65.7k

     ...the Offices of Enrollment Management, Undergraduate Admissions, Financial Aid and Scholarships and the University Registrar. These key...  ...Ability to address complex issues and provide suggestions and solutions; ability to maintain security and confidentiality of information... 
    Seasonal work
    Work at office
    Local area
    Night shift

    UC Irvine

    Irvine, CA
    2 days ago
  • $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... 
    Work at office

    UNAVAILABLE

    Irvine, CA
    2 days ago
  •  ...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... 

    Sagient

    Irvine, CA
    4 days ago
  • $150k - $250k

    Financial Representative (Career-Changers are welcome to apply) Financial Representatives at Northwestern Mutual help their clients live...  ...spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products... 
    Work experience placement

    Northwestern Mutual - Orange County

    Irvine, CA
    2 days ago
  •  ...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 work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Newport Beach, CA
    21 days ago
  •  ...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

    Columbia Bank (WA, OR & ID)

    Irvine, CA
    1 day ago
  • $125k

    Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and...  ...individuals who can provide comprehensive retirement planning solutions and tax-optimized investment management strategies that will... 

    Pure Financial Advisors Inc.

    Irvine, CA
    4 days ago
  • $85k - $95k

     ...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and...  ...custom‑built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of... 
    Work at office
    Local area
    Remote work
    2 days per week

    TryApplyNow

    Irvine, CA
    3 days ago
  •  ...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

    Financial Planner Recruiting, LLC

    Irvine, CA
    4 days ago
  • $50k - $150k

     ...As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of life...  ...ongoing development, and access to a wide range of financial solutions designed to support your success. Build a career that grows with... 
    Full time
    Contract work
    Flexible hours

    WizeHire

    Irvine, CA
    4 days ago
  • $85k - $95k

     ...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and...  ...navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit... 
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Irvine, CA
    2 days ago
  • $55 - $70 per hour

     ...enterprise environment. This role will serve as the primary owner of financial oversight, reporting, and governance for a high?visibility,...  ...ERP tools to build scalable financial tracking and reporting solutions Qualifications: • Strong background in financial planning... 
    Contract work
    Work at office
    Local area
    Remote work
    Irvine, CA
    1 day ago
  •  ...Bankruptcy & Restructuring Practice Group in Irvine, CA. The successful candidate will support the Financial Services Team in various finance transactions and provide practical, solution-oriented support throughout the transaction lifecycle. Duties Support a wide range of... 
    Work at office
    Local area

    BCG Attorney Search

    Irvine, CA
    3 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every...  ...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... 
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Fountain Valley, CA
    more than 2 months ago
  • $20 - $27.69 per hour

     ...building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and... 
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Irvine, CA
    6 days ago
  • $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... 

    Unavailable

    Irvine, CA
    3 days ago
  • $22 - $23.5 per hour

     ...identifying and understanding customers' long-term financial needs and offering tailored product and services solutions leveraging the bank's latest technology...  ...Strong working knowledge of branch operations ~ Consultative relationship sales role in a related industry,... 

    East West Bank

    Irvine, CA
    3 days ago
  •  ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward...  ...legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Edward Jones

    Irvine, CA
    2 days ago
  • $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

    City National Bank

    Irvine, CA
    5 days ago
  •  ...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 work
    Work experience placement
    Local area

    Chase

    Irvine, CA
    4 days ago
  • $100.5k - $115.8k

     ...within the Security Services organization that services over 53,000 restaurants, as well as the infrastructure, systems, and cloud solutions it takes to run a large-scale distributed enterprise across 150+ countries and growing. As a Senior Information Security... 
    Full time
    Temporary work
    Work experience placement

    Yum! Brands

    Irvine, CA
    6 days ago
  • $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... 

    Boutique Recruiting

    Irvine, CA
    1 day ago
  •  ...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...  ...by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations... 
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Westminster, CA
    4 days ago
  • $28.07 per hour

     ...Your Role on the Team The Financial Aid Advisor uses professional financial aid concepts applied to a limited number of financial aid functions. Provides information and interpretation of standard policies, procedures, and regulations. Works independently under general... 
    Hourly pay
    Seasonal work
    Work at office
    Night shift

    University-of-California,-Irvin

    Irvine, CA
    1 day ago
  • $19 - $23 per hour

     ...drive and optimism. Together we can make a difference in the financial future of our communities. General Summary Responsible for primarily...  .... Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution.... 
    Work experience placement

    Cathay Bank

    Irvine, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Solutions Consultant. Be the first to apply!