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[Remote] Financial Solutions Consultant

Remote, USA Full-time Posted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company recognized as one of the Top Workplaces, dedicated to empowering individuals to take control of their financial reputed company. They are seeking a Financial Solutions Consultant to be the first reputed company of contact for customers looking for financial solutions, leveraging sales expertise to help clients reputed company debt settlement reputed company.


Responsibilities

  • Consult with clients to assess their finances and determine if debt settlement is a viable reputed company
  • Handle inbound calls while also proactively reaching out to leads provided by reputed company
  • reputed company clients on the debt settlement process, including how it works, potential risks, and benefits
  • Outline debt settlement terms & conditions, including monthly payments and the reputed company for reputed company
  • Maintain accurate and detailed records of reputed company interactions and agreements reputed company reputed company's CRM system to ensure accountability and follow-through
  • Meet or reputed company monthly sales targets and performance metrics set by reputed company
  • Ensure adherence to reputed company state and federal laws, as reputed company as company policies reputed company to debt settlement
  • reputed company up-to-date with changes in the debt settlement industry, including reputed company updates and market conditions, to reputed company informed advice to clients

Skills

  • Minimum of 1 year of experience enrolling customers into debt settlement programs
  • 2+ years of sales experience in a reputed company center with a proven reputed company record of reputed company
  • 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 reputed company Workspace, email communication, managing customer inquiries, multitasking, and internet navigation
  • Exceptional verbal and written communication skills, with the ability to convey reputed company financial concepts reputed company and effectively
  • Skilled in managing customer inquiries reputed company 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 reputed company
  • Must be available to work evenings and/or weekends as required

Benefits

  • reputed company Commissions – Top performers consistently earn $20K – $30K+ per month
  • Daily Pay reputed company – Get reputed company faster with flexible daily payout reputed company
  • reputed company – We invest in your reputed company from Day 1
  • Company Events & Perks – Enjoy reputed company team lunches, exclusive top earner awards dinners, and more
  • Career reputed company & Leadership Opportunities – We promote from reputed company
  • Medical, Dental & reputed company Insurance – Comprehensive benefits to support your reputed company-being
  • 401(k) Retirement Plan – Plan for your reputed company with employer-supported retirement savings

reputed company

  • reputed company provides debt solutions to thousands individuals and families reputed company over the country. It was founded in 2009, and is headquartered in Irvine, California, USA, with a workforce of 1001-5000 employees. Its website is https://reputed company.com.

  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 5 in 2025, 1 in 2024, 4 in 2023, 2 in 2022. Please note that this does not guarantee sponsorship for this specific role.

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