Financial Sales Consultant

This is a fully remote position, open to applicants in California.

📋 Description

• Identify, engage, and onboard individual clients through networking, referrals, and targeted outreach.

• Perform comprehensive assessments of clients' financial situations, aspirations, risk tolerance, and life stages.

• Develop tailored insurance and financial solutions to meet client needs.

• Assess clients' liability and legacy objectives.

• Recommend and implement suitable life, disability, and critical illness insurance policies.

• Conduct regular portfolio evaluations with clients.

• Adjust clients' financial strategies in response to life changes, economic fluctuations, and evolving goals.

• Assist individuals and families in securing and safeguarding their futures through holistic financial planning, investment management, and personalized life insurance strategies.

⛳️ Requirements

• Demonstrated experience in sales, telemarketing, or business development.

• Strong proficiency with CRM software such as Salesforce Cloud or equivalent platforms.

• Experience with sales automation tools is advantageous.

• Exceptional communication skills, with the ability to convey concepts clearly and persuasively over the phone.

• Proven capability to negotiate effectively, close deals, and manage customer relationships with professionalism and confidence.

• Familiarity with sales technology adoption, including outbound calling strategies and sales automation tools.

• Ability to work autonomously in a remote environment while upholding high standards of motivation, work ethic, and organization.

🏝️ Benefits

• Flexible schedule.

• Work from home.

• Discounted Dental, Vision, and Health insurance.

• Best-in-class coaching, training, and mentoring.