Financial Solutions Consultant
$120k - $260kAmericor
Ready for your next opportunity? Americor is growing, and we’re looking for driven, coachable sales professionals to join our Financial Consultant team. As a Financial Consultant in our Irvine office, you’ll be the first point of contact for people looking for a way forward financially. You’ll take the time to understand their situation, walk them through their options, and help them find a solution that can make a real difference. We’re proud to be consistently recognized as a Top Workplace, but what really sets us apart is our people. You’ll be surrounded by a team that works hard, supports one another, and wants to see you succeed. If you’re motivated by helping people, enjoy sales, and are looking for a place where you can grow and build a successful career, we’d love to meet you. 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 This is a 100% in-office position based in Irvine, CA. Candidates must live within commuting distance of our Irvine office and be able to reliably commute to the office daily. Remote or hybrid work is not available 2+ years of sales experience in a call center with a proven track record of success. Must have prior experience working on a commission based compensation structure, and be comfortable with performance-based earnings tied to individual sales results. 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 or Microsoft Word, email communication, managing customer inquiries, multitasking, and internet navigation. Exceptional verbal and written communication skills. 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 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
$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- BMO Financial Group in California is seeking a customer-focused advisor to deliver tailored financial solutions and strong service. You will engage customers, assess needs, and guide them through everyday banking, retail investments, lending, and home financing, including...Suggested
$116.2k - $229.1k
Position Summary Encore Financial Reporting Controllership - Senior Consultant - Strategy, Growth, and TransformationHelp finance organizations modernize... ...challenges through practical, technology-enabled solutions. Join a team that helps clients strengthen finance...SuggestedLocal areaVisa sponsorship$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...SuggestedSeasonal workWork at officeLocal areaNight shift$26 - $34.67 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... ...by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Responsibilities...SuggestedHourly payWork at officeWork from homeFlexible hoursShift workDay shift- U.S. Bank is seeking a Relationship Banker to build strong client relationships face-to-face, assess financial needs, and offer banking solutions. The role involves opening consumer and business accounts, processing basic transactions, and guiding customers in using digital...
- ...hiring a Relationship Banker to represent our brand in-branch. You will build and manage client relationships, offer thoughtful financial solutions, and help clients navigate technology tools like the Chase Mobile App and Chase.com. The role requires banking sales...
$85k - $300k
...ready to secure your future with one of the nation's strongest financial firms and protect the people you care about through your work.... ...-leading support ) •State-of-the-art marketing and sales solutions ( we'll make sure you succeed if you have the desire and the effort...Fixed term contract- ...identifying, proposing, and delivering Cash Management solutions? As a Cash Management Consultant Senior, you will have the opportunity to leverage your... ...of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques...
$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 planning...Full timeContract workFor contractorsWork at office$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$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- ...Cash Management Consultant SeniorAre you a dynamic professional with a knack for identifying... ..., and delivering Cash Management solutions? As a Cash Management Consultant Senior... ...types of businesses, industries, markets, financial and economic concepts, as well as creative...
- ...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 financial...Immediate start
$110k - $174k
...Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary... ...you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to...Full timeWork at office$100k - $160k
...involved in a wide range of mechanical projects. You will be responsible for designing, developing, and implementing complex mechanical solutions for our construction projects. Our ideal candidate is a creative problem-solver with a deep understanding of mechanical...For contractorsLocal area$77k - $214k
...AssociateJob Description & SummaryA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will... ...our client’s state and local tax burden and recommend solutions that support their overall business objectives to ensure that...Full timeH1bLocal area- ...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
$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- ...company that provides a wide range of financial services to more than 5 million people.... ...financial goals through personalized insurance solutions and financial planning. Your role... ...Key Responsibilities: Client Consultation: Engage with clients to understand their...InternshipWork at officeWork from homeVisa sponsorshipFlexible hours
$50k - $150k
...Job Description Job Description As a Financial Advisor, you will partner with individuals and families to navigate important financial... ...ongoing development, and access to a wide range of financial solutions designed to support your success. Build a career that grows...Full timeContract workWork experience placementFlexible hours- ...Job Description Job Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast... ...families in the world, delivering comprehensive financial solutions that address complex needs across investments, estate planning...Contract workWork at office
$60k - $250k
...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$85k - $145k
...helping families amplify and simplify their financial lives by integrating financial planning... ...the needs of clients and propose solutions that fit each client's unique scenario.... ...may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...Finance, we deliver innovative financing, leasing, and insurance solutions to more than 3 million customers and businesses nationwide.We’... ...partner with Sales and dealers to resolve deficiencies and financial statement questions.Ensure financial statements and adjustments...Full timeWork at officeLocal areaImmediate start
$160k - $250k
...We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United... ...delivering customized banking, lending, and wealth management solutions backed by a collaborative team of specialists. You'll have the...$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$175k - $200k
...learning each client's goals and priorities before recommending solutions Work with associates, coordinators, CPAs, and attorneys to... ...County, CA 4-5 years of experience in wealth management as a financial advisor, with a history of building a book of business or closing...January startRemote workFlexible hoursAfternoon shift- ...s mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical... ...Description The primary objective of this position is to provide financial leadership for Allergan Aesthetics’s (AA) US Commercial,...Temporary workSummer internshipLocal area
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