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at Americor in Meridian, Idaho, United States

Financial Consultant- Debt Relief

Career Insights for Financial Planner / Investment Consultant

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Based on Idaho data

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$121,105 / year median in Idaho

+8% projected growth

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Job Description

at Americor in Meridian, Idaho, United States Job Description 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. 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 + 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! To view full details and how to apply, please login or create a Job Seeker account