Talent.com
No longer accepting applications
Financial Sales Consultant

Financial Sales Consultant

VirtualVocationsOntario, 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 • Ontario, California, United States

Related jobs
  • Promoted
Financial Consultant- Century City, CA

Financial Consultant- Century City, CA

Fidelity InvestmentsBuena Park, 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 moreLast updated: 6 days ago
  • Promoted
Financial Consultant- Newport Beach, CA

Financial Consultant- Newport Beach, CA

Fidelity InvestmentsClaremont, 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 moreLast updated: 6 days ago
  • Promoted
VP, Financial Consultant- Mission Viejo, CA

VP, Financial Consultant- Mission Viejo, CA

Charles SchwabMISSION VIEJO, CA, United States
Full-time
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” and transform the finance industry togeth...Show moreLast updated: 30+ days ago
  • Promoted
Commercial Real Estate FP&A Consultant (Lease Planning & Forecasting)

Commercial Real Estate FP&A Consultant (Lease Planning & Forecasting)

The Intersect GroupIrvine, CA, US
Full-time
On-site in Irvine, CA (5 days / week).Contract, 3–6 months (possibility of extension).A multi-billion real estate owner-operator is engaging a seasoned FP&A consultant to stabilize and elev...Show moreLast updated: 1 day ago
  • Promoted
Financial Consultant - Irvine, CA

Financial Consultant - Irvine, CA

Fidelity InvestmentsTrabuco Canyon, 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 moreLast updated: 30+ days ago
  • Promoted
Financial Consultant- Newport Beach, CA

Financial Consultant- Newport Beach, CA

FidelityNewport Coast, 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 moreLast updated: 9 days ago
  • Promoted
Financial Reporting Consultant

Financial Reporting Consultant

Pacific LifeNewport 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 moreLast updated: 30+ days ago
Leasing Consultant

Leasing Consultant

Asset LivingCorona, CA, US
Full-time +1
Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide.Founded in 1986, Asset Living has decades of experience delivering exceptional value ...Show moreLast updated: 30+ days ago
  • Promoted
Collision Sales Consultant

Collision Sales Consultant

BMW of RiversideRiverside, CA, US
Full-time
The Collision Sales Consultant must be detailed and efficient in writing a complete estimate and completing supplements for vehicles brought in for body or paint repairs. They will work with insuran...Show moreLast updated: 30+ days ago
Oracle Financials Functional Consultant (Cloud / EBS)

Oracle Financials Functional Consultant (Cloud / EBS)

OSI DigitalIrvine, CA, US
Full-time
Quick Apply
Oracle Financials Functional Consultant (Cloud / EBS) Role : FT Location : Irvine CA Responsibilities and Duties Understand customers business needs and requirements. Analyze business requirements of as...Show moreLast updated: 30+ days ago
  • Promoted
Investment Consultant- Irvine, CA

Investment Consultant- Irvine, CA

Charles SchwabIRVINE, CA, United States
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 moreLast updated: 1 day ago
  • Promoted
Financial Consultant - Irvine, CA

Financial Consultant - Irvine, CA

FidelityIrvine, 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 moreLast updated: 9 days ago
  • Promoted
VP, Financial Consultant- Newport Beach, CA

VP, Financial Consultant- Newport Beach, CA

Charles SchwabNEWPORT BEACH, 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 moreLast updated: 30+ days ago
  • Promoted
Investment Consultant- Mission Viejo, CA

Investment Consultant- Mission Viejo, CA

Charles SchwabMission Viejo, 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 moreLast updated: 5 days ago
  • Promoted
Financial Analysis Consultant

Financial Analysis Consultant

Pacific LifeNewport 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 moreLast updated: 30+ days ago
  • Promoted
Investment Consultant - Upland, CA

Investment Consultant - Upland, CA

Charles SchwabUpland, 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 moreLast updated: 4 days ago
  • Promoted
Membership Sales Consultant

Membership Sales Consultant

Gold's GymGarden Grove, CA, US
Full-time
Fitness Consultant Opportunity At Gold's Gym SoCal.Gold's Gym SoCal and its affiliated clubs are growing fast and looking for an hourly Fitness Consultant to help us provide world-class service to ...Show moreLast updated: 30+ days ago
Sales Consultant

Sales Consultant

Victra - Verizon Wireless Premium RetailerMission Viejo, CA, US
Full-time
Victra is Verizon's largest premium retailer in the United States.We are seeking Sales Consultants who deliver world-class service to Every Guest. From executing Victra's sales process to sharing yo...Show moreLast updated: 30+ days ago