Talent.com
Financial Sales Consultant
Financial Sales ConsultantVirtualVocations • Whittier, California, United States
Financial Sales Consultant

Financial Sales Consultant

VirtualVocations • Whittier, California, United States
5 days ago
Job type
  • Full-time
Job description

A company is looking for an Account Executive - Financial Sales Consultant.

Key Responsibilities

Engage with inbound leads actively seeking debt relief services

Provide personalized support and guidance to clients

Maintain an organized workflow to ensure efficiency and meet production standards

Required Qualifications, Training, and Education

Previous sales experience is preferred but not mandatory

A strong work ethic and commitment to client success

A student mentality with a willingness to learn and adapt

Ability to listen and implement feedback from management

Interpersonal skills to build and maintain client relationships

Create a job alert for this search

Financial Consultant • Whittier, California, United States

Related jobs
Financial Consultant- Century City, CA

Financial Consultant- Century City, CA

Fidelity Investments • Azusa, CA, US
Full-time
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
Last updated: 3 days ago • Promoted
Financial Consultant- Newport Beach, CA

Financial Consultant- Newport Beach, CA

Fidelity Investments • Claremont, CA, US
Full-time
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
Last updated: 3 days ago • Promoted
Senior Treasury Management Sales Consultant - Los Angeles, San Francisco, Menlo Park, Walnut Creek,

Senior Treasury Management Sales Consultant - Los Angeles, San Francisco, Menlo Park, Walnut Creek,

BankTalent HQ • Los Angeles, CA, United States
Full-time
Are you a results-driven Treasury Management professional with a passion for solving complex financial challenges and delivering tailored solutions? We're seeking a high-performing sales consultant...Show more
Last updated: 30+ days ago • Promoted
Financial Consultant - Brea, CA

Financial Consultant - Brea, CA

Fidelity Investments • Brea, CA, United States
Full-time
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
Last updated: 30+ days ago • Promoted
VP, Financial Consultant - Brentwood, CA

VP, Financial Consultant - Brentwood, CA

Charles Schwab • Bell, CA, United States
Full-time
Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitm...Show more
Last updated: 30+ days ago • Promoted
Sales Consultant

Sales Consultant

FreshTax • Santa Ana, California, United States
Full-time
Quick Apply
FreshTax is looking for motivated Sales Consultants to help clients tackle their tax challenges with confidence.You’ll talk with people who have already requested our services, understand their nee...Show more
Last updated: 30+ days ago
VP, Financial Consultant- Newport Beach, CA

VP, Financial Consultant- Newport Beach, CA

Charles Schwab • NEWPORT BEACH, CA, United States
Full-time
Position Type : Regular Your opportunity At Schwab, youre empowered to make an impact on your career.Here, innovative thought mee...Show more
Last updated: 30+ days ago • Promoted
Financial Reporting Consultant

Financial Reporting Consultant

Pacific Life • Newport Coast, CA, US
Full-time
Financial Reporting Consultant.Pacific Life is investing in bright, agile, and diverse new talent to ensure we continue to innovate and strengthen relationships with our policyholders.That's why we...Show more
Last updated: 30+ days ago • Promoted
VP, Financial Consultant- Mission Viejo, CA

VP, Financial Consultant- Mission Viejo, CA

Charles Schwab • MISSION VIEJO, CA, United States
Full-time
Position Type : Regular Your opportunity At Schwab, youre empowered to make an impact on your career.Here, innovative thought mee...Show more
Last updated: 18 hours ago • Promoted • New!
SALES CONSULTANT

SALES CONSULTANT

Honda of Downtown Los Angeles • Los Angeles, CA, US
Full-time
We look for the best, we train the best & we're ready to invest in your future!.Pay scale : Consist of an Hourly rate between $17. This position may also pay bonus compensation based on the v...Show more
Last updated: 30+ days ago • Promoted
Investment Consultant - Upland, CA

Investment Consultant - Upland, CA

Charles Schwab • UPLAND, CA, United States
Full-time
Regular Your opportunity At Schwab, youre empowered to make an impact on your career.Here, innovative thought meets cre...Show more
Last updated: 30+ days ago • Promoted
Future Sales Consultant Opportunities

Future Sales Consultant Opportunities

Lithia • Van Nuys, CA, US
Full-time
At Keyes Hyundai of Van Nuys, we're always looking ahead and planning for growth.While we do not have an immediate opening today, we are accepting applications for future Automotive Sales Consultan...Show more
Last updated: 27 days ago • Promoted
Financial Consultant - Irvine, CA

Financial Consultant - Irvine, CA

Fidelity • Irvine, CA, US
Full-time
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
Last updated: 6 days ago • Promoted
Leasing Consultant

Leasing Consultant

Sares-Regis Group • Huntington Beach, California, US
Full-time +1
Sares Regis Group of Newport Beach, California, is a privately held real estate development, investment and management firm that focuses on commercial properties and multifamily communities in the ...Show more
Last updated: 18 hours ago • Promoted • New!
Investment Consultant- Irvine, CA

Investment Consultant- Irvine, CA

Charles Schwab • Newport Beach, CA, US
Full-time
Position Type : Regular Your opportunity At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” a...Show more
Last updated: 2 days ago • Promoted
Financial Consultant - Irvine, CA

Financial Consultant - Irvine, CA

Fidelity Investments • Yorba Linda, CA, US
Full-time
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
Last updated: 27 days ago • Promoted
Financial Analysis Consultant

Financial Analysis Consultant

Pacific Life • Newport Coast, CA, US
Full-time
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we ...Show more
Last updated: 30+ days ago • Promoted
Financial Consultant- Century City, CA

Financial Consultant- Century City, CA

Fidelity • Los Angeles, CA, US
Full-time
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
Last updated: 6 days ago • Promoted