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Priority Plus Financial Jobs in Tennessee (NOW HIRING)

Forte Business Services

Senior Bookkeeper

Memphis, TN · On-site

$55K - $65K/yr

Our team, comprising financial, HR, IT, marketing, and operations experts, is committed to ... You will frequently be managing multiple high-priority tasks. This position will primarily focus on ...

Forte

Senior Bookkeeper

Memphis, TN · On-site +1

$55K - $65K/yr

Our team, comprising financial, HR, IT, marketing, and operations experts, is committed to ... You will frequently be managing multiple high-priority tasks. This position will primarily focus on ...

Forte Business Services

Staff Accountant

Memphis, TN · On-site

$60K - $70K/yr

You will frequently be managing multiple high-priority tasks. This position will primarily focus on ... Finance, or a related field * CPA certification or actively pursuing certification is a plus

Forte

Staff Accountant

Memphis, TN · Hybrid

$60K - $70K/yr

You will frequently be managing multiple high-priority tasks. This position will primarily focus on ... Finance, or a related field * CPA certification or actively pursuing certification is a plus

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All JobsPriority Plus Financial JobsPriority Plus Financial Jobs in Tennessee

Priority Plus Financial information

What is the difference between Priority Plus Financial vs Financial Advisor?

AspectPriority Plus FinancialFinancial Advisor
CredentialsCertifications like CFP, Series 7, Series 66CFP, CFA, Series 7, Series 66 often required
Work EnvironmentFinancial firms, banks, investment companiesFinancial planning firms, banks, independent practices
Industry UsageUsed in banking, investment, and financial servicesCommonly used in personal financial planning and investment advising

Priority Plus Financial typically refers to a specific financial service or product offering, whereas a Financial Advisor is a professional providing personalized financial planning and investment advice. While both operate within the financial industry and may require similar certifications, the term Priority Plus Financial often relates to a branded service or account type, whereas Financial Advisor describes a role or profession.

What does a typical day look like for a financial consultant at Priority Plus Financial?

As a financial consultant at Priority Plus Financial, your day often involves meeting with clients to assess their financial situations, discussing debt management solutions, and customizing plans to help them achieve financial stability. You'll collaborate closely with team members in sales and customer support to ensure clients receive accurate information and timely assistance. Staying organized is key, as you'll juggle multiple client cases, follow up on progress, and keep up-to-date with regulatory requirements and company products. The role is both client-facing and administrative, offering a dynamic environment where proactive communication and empathy are highly valued.

What is Priority Plus Financial?

Priority Plus Financial is a company that specializes in debt relief solutions for individuals facing financial hardship. They offer services such as debt settlement, debt consolidation, and financial consultation to help clients manage and reduce unsecured debt. Their programs are designed to negotiate with creditors on your behalf, potentially lowering the total amount owed and making repayment more manageable. Priority Plus Financial aims to provide personalized plans based on each client's unique financial situation.

What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, a solid understanding of financial planning and investment strategies, and typically a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as CFP (Certified Financial Planner) or Series 7/63 licenses are commonly required. Excellent communication, relationship-building, and ethical judgment are vital soft skills for building trust and understanding client needs. These skills and qualifications are crucial for providing sound financial advice, maintaining compliance, and fostering long-term client relationships.
What are popular job titles related to Priority Plus Financial jobs in Tennessee? For Priority Plus Financial jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Priority Plus Financial jobs in Tennessee look for? The top searched job categories for Priority Plus Financial jobs in Tennessee are:
What cities in Tennessee are hiring for Priority Plus Financial jobs? Cities in Tennessee with the most Priority Plus Financial job openings:
Priority Plus Financial jobs near you
Infographic showing various Priority Plus Financial job openings in Tennessee as of August 2026, with employment types broken down into 74% Full Time, 13% Part Time, and 13% Temporary. Highlights an 94% In-person, and 6% Remote job distribution.

Personal Loan Consultant TN

PRIORITY PLUS FINANCIAL LLC

Brentwood, TN • On-site

$31K - $200K/yr

Full-time

Posted 3 days ago

New

Job description


Personal Loan Consultant TN– Job Description

Department: Sales / Client Services
Reports To: Management Team
Location: 100 Westwood Place, Ste 300, Brentwood, TN

Position Summary

The Personal Loan Consultant is responsible for managing inbound and outbound consumer inquiries to determine eligibility for loan programs and alternative financial solutions offered through Priority Plus Financial. This position requires strong communication skills, the ability to build rapport quickly, and the discipline to follow established workflows in a fast-paced environment. The Client Advocate plays a key role in converting qualified leads into funded accounts.

Key Responsibilities

Inbound & Outbound Client Engagement

• Handle high-volume incoming and outgoing calls in a professional, timely manner.
• Conduct initial qualification screenings using company standards and scripts.
• Assess consumer needs and identify appropriate loan programs or alternative options.
• Provide clear explanations of program details, next steps, and required documentation.

Sales & Performance Execution

• Meet or exceed individual performance quotas, including contact rates, lead conversions, and quality metrics.
• Follow prescribed call flow, sales techniques, and compliance requirements.
• Maintain an organized pipeline and track follow-up activities to maximize conversion opportunities.
• Collaborate with teammates and management to improve team performance and overall customer experience.

Compliance & Documentation

• Record all call outcomes, notes, and required data accurately in the CRM system.
• Adhere strictly to company policies, confidentiality expectations, and regulatory guidelines.
• Maintain ethical standards and ensure all communication is compliant with state, federal, and company requirements.

Training & Continuous Development

• Successfully complete the company’s training program, demonstrating proficiency before transitioning to regular compensation structure.
• Participate in ongoing coaching, quality monitoring, and skill development sessions.
• Adapt to updated policies, product changes, and performance expectations as directed.

Qualifications

Required

• Excellent verbal communication skills and professional phone presence.
• Ability to multitask, manage time effectively, and follow structured processes.
• Basic computer literacy, including the use of CRM or call-tracking software.
• Strong organizational and follow-through skills.

Preferred

• Prior experience in customer service, call center operations, or sales.
• Background in financial services or consumer lending.
• Demonstrated ability to meet performance metrics in a results-driven environment.

Work Environment

• This is an in-office role located at 100 Westwood Place, Brentwood, TN.
• Requires extended periods of computer and phone use.
• Fast-paced, quota-driven environment with frequent coaching and performance evaluation.

Compensation Structure

• Training pay: $15.00 per hour.
• Post-training pay: $10.25 per hour as a draw against uncapped commission, beginning approx. 45 days after start date.
• Eligibility for applicable company benefits according to policy.

Employment Status

This job description is not an employment contract. Duties may be modified at any time based on business needs. Employment with Priority Plus Financial is at-will and may be terminated at any time by either party, with or without cause or notice.