Demo

Sales Advocate

Liberty1 FInancial
Irvine, CA Full Time
POSTED ON 3/31/2025
AVAILABLE BEFORE 7/28/2025

WE ARE HIRING 4 SALES ADVOCATES WHO MUST BE HIGHLY SKILLED AND COMPLIANT. WE OFFER PROGRAMS THROUGH 4 OF THE TOP-RANKED BACK-END PROVIDERS, PARTNER WITH MANY OF THE LARGEST LENDERS, AND OPERATE IN 48 STATES WITH 3 DISTINCT PRODUCT OFFERINGS. OUR WIDE VARIETY OF OPTIONS PROVIDES MORE OPPORTUNITIES TO ASSIST CLIENTS, TRANSLATING INTO HIGHER COMMISSIONS FOR OUR AGENTS.

THE 4 SELECTED AGENTS MUST BE STRONG SALES CLOSERS!

Liberty1 Financial, located in Irvine, CA, was just ranked #25 in the Nation for INC Magazine's Fastest Growing Companies out of the top 5000 list for 2024! We are ranked #2 fastest growing in the US for Financial Services!

We are a fun, positive environment with a huge mission to assist and educate all of our clients. As the debt crisis heightens, our industry has become one of the leading industries NATIONWIDE!

Liberty1 Financial is dedicated to helping families in 48 states as we navigate various debt solutions such as Unsecured Personal Loans, Debt Restructure plans, or Attorney Protected Legal Validation plans.

Our goal is to assess each client’s specific needs and educate the client on how we may be available to assist them in immediately lowering their monthly payments and interest rates and/or becoming debt-free. With the current state of the economy, our offerings are helping individuals and families immensely.

This position is an hourly Commission Bonus. NO DRAW!

Job Description:

The Client Advocate assists our clients by providing strategic solutions to help them reclaim their financial independence. The right candidate must be able to operate with limited supervision while adhering to company and industry compliance standards.

Responsibilities:

  • Employ consultative sales scripting to conduct effective sales interactions.
  • Educate clients on lending options and/or diverse financial solutions for debt resolution.
  • Optimize sales pipeline management to enhance efficiency, productivity, and closure rates.
  • Update CRM with accurate account file notes, stages, and statuses.
  • Ensures adherence to compliance regulations.
  • Thrive in a fast-paced environment, multitasking and engaging with multiple customers across various files daily.
  • Adhere to company monthly, quarterly, annual sales metrics.
  • Adhoc duties as assigned.

Skills/Abilities

  • Exceptional verbal communication skills.
  • Exceptional knowledge of Microsoft Office Suite or related software.
  • Excellent organizational skills and attention to detail.
  • Excellent customer service skills.
  • Excellent interpersonal skills.
  • Through understanding of the lending industry processes and existing regulations.
  • Passion for aiding customers in achieving financial goals

Education/Experience:

  • High School Diploma or equivalent
  • MUST HAVE 2 years' experience in a fast paced sales environment. – REQUIRED
  • Debt Industry experience preferred.

Company Benefits:

  • Access to exclusive leads generated through marketing efforts
  • Comprehensive paid training program with possible commissions on top of training pay, hourly pay, and commissions
  • Competitive commission structure
  • Ongoing training and professional development
  • Opportunities for career progression
  • No cold calling

Additional Duties: This job description doesn't encompass all responsibilities and tasks. You may be assigned supplementary related duties as required to support the organization's needs.

Work Authorization: Verification of identity and eligibility for U.S. employment is mandatory.

Equal Opportunity Employer: LIBERTY1 FINANCIAL is an equal opportunity employer that promotes diversity and inclusion. We value individuals regardless of race, religion, color, national origin, gender, sexual orientation, age, protected veteran status, or disability.

Job Type: Full-time

Pay: $81,000.00 - $450,000.00 per year

Benefits:

  • 401(k)
  • Health insurance
  • Paid time off
  • Vision insurance

Work Location: In person

Salary : $81,000 - $450,000

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