Financial Solutions Consultant

Americor

Financial Consultant responsible for client consultations and sales in debt resolution. Join a leading financial solutions company with a strong mission and support.

Posted 6/10/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $120,000 - $260,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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
Must be available to work evenings and/or weekends as required.
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

Benefits

Comp & 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

debt settlementsales experiencecustomer enrollmentCRM utilizationdocumentation managementfinancial conceptsmultitaskinginternet navigation

Soft Skills

strong work ethicself-motivationresults-driven attitudeverbal communicationwritten communicationrapport buildingobjection handlingprioritization