Are you a results-oriented and driven sales professional with a proven track record of achieving sales goals? We’re seeking a Financial Consultant who can develop a sales strategy to build new and expand current customer relationships. We support our sales team with the tools, training, management, and competitive compensation necessary to ensure your success. Job seekers should be motivated self-starters with superior communication, customer service, and interpersonal skills. If you are looking for a lucrative position, we want to talk to you today! Responsibilities: • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives. • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan. • Create customized financial plans using the products and services we offer based on clients' potential life and financial needs. • Identify, seek out, and generate prospects continuously using social media or other marketing tools. • Create strong relationships with new clients as their trusted advisor. • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services. Qualifications: • 2 years of sales experience or related marketing experience preferred. • Some industry or product knowledge is preferred. • A self-starter who loves contributing to team goals. • A consistent top performer in sales. • Enjoys talking and meeting with prospects, presenting solutions, closing deals, and asking for referrals. • Relationship management skills are required. • Entrepreneurial Spirit. • Uncompromising integrity and the ability to effectively communicate complex programs and ideas. • Ability to successfully network or use social media to prospect for new clients is a must. • Organized, detail-oriented, and excellent time management skills. • Strong sales, leadership, and communication skills. Compensation: $84,000 - $115,351 yearly
• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives. • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan. • Create customized financial plans using the products and services we offer based on clients' potential life and financial needs. • Identify, seek out, and generate prospects continuously using social media or other marketing tools. • Create strong relationships with new clients as their trusted advisor. • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services.