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6 days ago
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Americor·6 days ago
6 days ago

Inside Sales Agent- Financial Consultant (Bilingual /Spanish)

Irvine, United States of AmericaMid · 2-5 yearsFinancial Consultant

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Top 10% of NextRaise users matched against Financial Consultant roles in United States.

Must-have skills for this role

  • sales
  • bilingual
  • spanish
  • english

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What you'll do

  • 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.

What they're looking for

  • Minimum of 1 year of experience enrolling customers into debt settlement programs.
  • Bilingual in English & Spanish.
  • 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.
  • Ability to work in a high-volume, fast-paced environment.

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

Americor is hiring Financial Consultants for our Irvine office!

As a company consistently recognized as a Top Workplace, we are committed to helping individuals take control of their financial futures. We are looking for motivated, coachable professionals to join our high performing sales team.

As a Financial Consultant, you will be the first point of contact for consumers seeking financial solutions. Through meaningful conversations and personalized guidance, you will use your sales skills to help people overcome financial challenges and move forward with confidence.

If you are ready to make a meaningful impact while building a rewarding career with an incredible team, Americor wants to meet you. Apply today!


 

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.
  • Bilingual in English & Spanish.
  • 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.
  • Ability to work in a high-volume, fast-paced environment.
 

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.

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Company

Americor
Irvine, United States of America

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from Americor's careers site·first seen 16 Sept 2026·last verified 16 Sept 2026·How we source jobs

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