Finance Sales Agent

Irvine, CA
Full Time
Finance Sales
Entry Level

🚀 Join the Fast Lane to Financial Freedom – Become a Finance Sales Agent! 🚀

Do you thrive in a fast-paced, high-energy environment where your voice makes a difference? Are you ready to help people take charge of their financial futures and get rewarded for it? We’re looking for enthusiastic go-getters to join our team as Finance Sales Agents – the frontline heroes helping clients accelerate their debt-free journey through tailored loan solutions.

You’ll be dialing warm leads daily, having real conversations, and guiding people toward financial relief. With your consultative sales skills, active listening, and a heart for helping, you’ll turn opportunities into funded success stories.

About Us:

At Alleviate Financial Solutions, we’re transforming lives every day by offering innovative debt relief solutions. As one of the fastest-growing companies in the industry, we are on a mission to help individuals and families regain financial freedom and build a brighter future.

Our vision? To become the next-generation financial services company that guides people from debt to WEALTH.

Here’s what you’ll enjoy:

  • Opportunities for career growth and advancement.
  • A supportive, mission-driven team passionate about making a difference.
  • Company perks like swag, catered lunches, teambuilding activities, and quarterly events.
  • State-of-the-art amenities, including designer living rooms, wellness spaces, cafes, and a fitness center.
  • A culture of recognition, appreciation, and celebration.
  • Our 30,000 sq. ft. headquarters in Irvine, CA is more than just an office—it’s a second home where collaboration, growth, and innovation thrive.

COMPENSATION:

  • $20.00 per hour + Commission; Expected OTE $100K+

WHAT MAKES US THE BEST?

  • Energetic, supportive, and collaborative working environment 

  • Continuous employee development, coaching, and training 

  • Work-life balance 

WHAT YOU'LL DO: 

The Finance Sales Agent serves as the primary point of contact for clients seeking loan options to accelerate their Debt Settlement program. In this role, you’ll guide clients through the application process, assess their needs, and present tailored financial solutions.  
  • Conduct detailed lead analysis to screen potential clients based on parameters provided by the Finance Sales Lead and our loan partners. 

  • Meet or exceed all monthly schedule adherence and utilization requirements. 

  • Make a high volume of outbound calls to engage with warm leads (100+ daily calls) and present the opportunity to apply for a loan. 

  • Utilize a consultative sales approach to understand customer financial needs and provide persuasive, solution-based consultations on how our partners loan products can accelerate their financial recovery. 

  • Manage and nurture your pipeline from initial prospecting to loan funding. 

  • Follow up on all workflow progress within the Finance Department. 

  • Perform additional duties as assigned to support team initiatives and continuous improvement. 

  • Follow all policies and procedures for the department and Company, including personnel policies and expectations as outlined in the Employee Handbook. 

  • Other duties as assigned. 

WHAT YOU'LL NEED:
  • High school diploma or GED required. 

  • 2+ years of inside sales experience, preferably in a consultative environment focused on relationship building and solution-based selling. 

  • Sales or customer service experience with a strong track record in a call center environment. 

  • Excellent verbal communication and active listening skills. 

  • Strong organizational skills, attention to detail, and the ability to manage a high-volume lead pipeline. 

  • Proficiency with CRM systems (e.g., Salesforce) and general computer literacy. 

  • Ability to type 45+ words per minute and familiarity with 10-Key systems. 

  • Highly motivated with strong problem-solving skills, time management, and multitasking abilities. 

  • Proficient in MS Office (Word, Excel, Outlook). 

ADDITIONAL PERKS & BENEFITS:
  • Health, dental, and vision benefits available after 30 days of employment 
  • Ancillary benefits including legal services, disability insurance, Employee Assistance Program, and much more! 
  • 80 hours of PTO, 40 hours of Sick Pay, and 2 Health & Wellness Days
  • Paid holidays
  • 401(k) that can be elected from day 1 of employment! 
  • The opportunity to work alongside an incredible group of people who are all driven to help others

Job Type: Full-time, Hourly Non-Exempt

Schedule: 8-hour shift, Monday to Friday 

Location: Irvine, CA; Onsite

We understand potential comes in many forms. Even if you don’t check every box, we still encourage you to apply; as we consider all qualified candidates, and any person who is driven to help others. 

Alleviate Financial Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

This position must pass a post-offer pre-employment criminal background check. 

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