Inside Sales Agent- Financial Consultant (Bilingual /Spanish)

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.