Bilingual Financial Consultant
Location: Remote
Compensation: To Be Discussed
Reviewed: Thu, Sep 10, 2026
This job expires in: 29 days
Job Summary
As a full-time Bilingual Financial Consultant, the successful candidate will consult with clients to assess their financial situations, educate them on debt settlement options, and manage leads while working remotely.
Key responsibilities
- Consult with clients to evaluate their finances and determine debt settlement viability
- Handle inbound calls and proactively reach out to leads, maintaining detailed records in the CRM system
- Meet or exceed monthly sales targets while adhering to state and federal laws related to debt settlement
Required qualifications
- Minimum of 1 year of experience enrolling customers in debt settlement programs
- Bilingual in English and Spanish
- 2+ years of sales experience in a call center with a proven track record
- Experience using a CRM to manage customer interactions and maintain documentation
- Availability to work evenings and/or weekends as required
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