Financial Consultant
- Remote, United States
- Mid-level
- Posted 2 months ago
or apply from Claude / ChatGPT / Muse
Financial Consultant is a mid-level remote role in the United States at a debt relief company.
About the role
Every lead arrives vetted, so the work is consultation and enrollment rather than prospecting. Pay is uncapped commission, and managers are promoted from the closing floor.
At a glance
- Pay
- Not stated in the posting
- Remote scope
- Remote, United States
- Seniority
- Mid-level
- Skills
- Financial analysis
- Posted
- 7 Aug 2026
- Last checked
- 20 Oct 2026
What you will do
- Run consultations with clients the SDRs have already qualified
- Go through each client's financial analysis and explain their debt relief options
- Handle objections and enroll clients the program fits
- Stay with clients through their first cleared payment and keep to legal and documentation standards
What they look for
- Two or more years closing in a sales role with a quota
- Results you can point to, such as rankings, close rate or production numbers
- Strong time management, listening skills and willingness to act on coaching
- A bachelor's or associate degree preferred
Benefits
- Medical, dental and vision cover with nearly all of the premium paid
- PTO, sick time, 401K, commuter savings, weekly catered lunch and company events
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
- 1Upload your CVAdd your CV once. It takes about a minute.
- 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
- 3The form fills itselfName, email, experience and screening questions, field by field.
- 4Application sentYou get a receipt and follow it in your dashboard.
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Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job swa4o2m4jjQuestions about this job
Is this a remote job, and where can I work from?
The posting lists it as remote for people in the United States.
What does this job pay?
No pay range is stated in the posting.
What experience is needed?
It is a mid-level role. The posting asks for: two or more years closing in a sales role with a quota; results you can point to, such as rankings, close rate or production numbers; strong time management, listening skills and willingness to act on coaching. Skills it names include Financial analysis.
How do I apply with Keywordise AI?
Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.
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