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Senior Debt Consultant

Job in Santa Ana, Orange County, California, 92725, USA
Listing for: Optima Tax Relief
Full Time position
Listed on 2026-01-17
Job specializations:
  • Sales
    Sales Representative, Customer Success Mgr./ CSM
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below

Job Details

Job Location
:
Flex CA Office - Santa Ana, CA 92707

Position Type
:
Full Time

Salary Range
: $60,000.00 - $ Base+Commission/year

POSITION SUMMARY

The Senior Debt Consultant for Debtmerica is located in the Santa Ana, California office and reports to the Senior Debt Consultant Team Lead. This position will listen to and understand individuals' financial situations and enroll them into one of our key services. This role must also champion Optima’s culture and Core Values and help to deliver the best customer experience.

ESSENTIAL DUTIES & RESPONSIBILITIES

The essential functions include, but are not limited to the following:

  • Receive and work fresh leads daily through outbound and inbound calls and emails.
  • Consult with members on debt relief options to help pay off their consumer debt.
  • Enroll qualified members in Debtmerica’s program.
  • Develop and manage relationships with affiliate partners.
  • Effectively manage your schedule and lead database to ensure metrics and enrollment goals are met.
  • Follow company protocols to ensure the highest level of security to protect the member's Personal Identifiable Information (PII).
  • Other duties as assigned.

In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.

Qualifications

EDUCATION AND EXPERIENCE REQUIREMENTS

  • High school diploma or equivalent education required.
  • 3 plus years' relevant experience preferred.

KNOWLEDGE, SKILLS,& ABILITIES

  • A positive mindset and "get-it-done" attitude.
  • Strong listening skills with the ability to understand and influence people.
  • History of successfully exceeding goals in a fast-paced, inside/outside sales environment.
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Position Requirements
10+ Years work experience
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