Financial Solutions Consultant
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Financial Consultant helping clients assess their finances and providing debt settlement options. Join a high-performing sales team dedicated to empowering financial futures.
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
- Must be available to work evenings and/or weekends as required
Benefits:
- 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
Similar Jobs
Senior Solutions Engineer, Financial Audit
Senior Solutions Engineer partnering with customer and account executives to drive enterprise solutions in cybersecurity and financial audits. Focused on building strong customer engagement and driving product adoption.
Workflow Solutions Engineer
Workflow Solutions Engineer at gaiia designing scalable telecom solutions and collaborating with customers and teams. Requires deep telecom knowledge and experience with TypeScript/JavaScript.
Senior MuleSoft Developer – Integration Engineer
Senior MuleSoft Developer responsible for integration architecture in public health solutions. Coaching developers and shaping data movement for public health operations in a consulting environment.
Solutions Engineer
Solutions Engineer for Dennemeyer driving complex software deals through technical partnerships. Collaborating with sales teams to deliver tailored solutions for diverse clients.
Forward Deployed Data Solution Engineer
Forward Deployed Data Solution Engineer at Accelerant assessing AI-enabled capabilities and making technical decisions. Embedded in delivery teams to ensure software quality and integration patterns.
Solution Engineer
Qualified Solutions Engineer delivering world-class product demonstrations and driving product development at Salesforce. Collaborating with Account Executives and providing technical insights to enhance customer success.
CRM Solutions Architect
CRM Solutions Architect designing scalable solutions for clients by leveraging HubSpot CRM. Collaborating with teams to integrate systems and create adaptable solutions for business processes.
Senior Solutions Architect – Infiniband, Networking, Ethernet
Senior Solutions Architect specializing in building AI/HPC infrastructure for NVIDIA. Focused on operational reliability and lifecycle improvement for large-scale networking projects.
SAP Solution Architect – Order to Cash
Solution Architect managing SAP solutions for Order to Cash processes in a global medical tech firm. Leading design discussions and collaborating with partners for integrated functional outcomes.
Senior Solutions Engineer
Solutions Engineer working with enterprise account managers as technical sales expert for cybersecurity. Overseeing solution sales activities to gain technical win and customer trust.
Solution Architect
Product Engineering Lead at Toolbox helping drive product evolution with remote team collaboration. Ensuring operational excellence, scaling products, and delivering impactful outcomes.
Solution Architect
Product Engineering Lead at Toolbox driving product evolution and operational excellence. Working with engineering, product, and business stakeholders to ensure high-impact outcomes.
Geospatial Resilience Solutions Architect
Geospatial Resilience Solutions Architect developing geospatial modeling workflows for resilience analysis at Versar Global Solutions. Supporting AI-enabled geospatial decision-support applications for environmental management.
Senior Solution Architect
Sr. Solution Architect leading SaaS implementation for corporate finance at CNO Financial Group. Designing solution architectures and providing technical oversight under limited direction working remotely from EST or CST locations.
CyberArk Solution Architect
CyberArk Solution Architect leads design and implementation of PAM solutions for federal government applications. Collaborating with various teams to ensure secure credential management.
Solution Architect – Salesforce
Solution Architect leading Salesforce solutions across Sales Cloud, Service Cloud, and custom capabilities. Collaborating with stakeholders and providing technical leadership in enterprise settings.
Solution Architect – VA, LGY/Java
Solution Architect leading design and modernization of Java enterprise solutions for VA Loan Guaranty systems. Collaborating with cross-functional teams to ensure compliance and performance optimization.
Public Cloud Solutions Architect
Public Cloud Solutions Architect at Kyndryl designing cloud architectures based on business goals. Collaborating with clients and leading architectural workshops for AWS, Azure, and Google Cloud.
Senior Solutions Engineer
Senior Solutions Engineer at F5 providing technical support to sales teams for enterprise customers. Focus on delivery of F5 solutions and customer success in cybersecurity.
Solution Architect
Solutions Architect specializing in optimizing Salesforce platforms and enterprise data environments. Leading architectural decisions and integrations to drive performance at AI native B2B digital agency.