Financial Sales Consultant

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

📋 Description

• Identify, attract, and onboard individual clients through networking, referrals, and focused outreach efforts.

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

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

• Assess client liabilities and legacy objectives.

• Suggest and facilitate the placement of suitable life, disability, and critical illness insurance policies.

• Conduct routine portfolio reviews with clients to ensure alignment with their goals.

• Adjust financial plans in response to life changes, economic conditions, and evolving objectives.

⛳️ Requirements

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

• High proficiency in CRM software such as Salesforce Cloud or comparable platforms.

• Experience with sales automation tools is advantageous.

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

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

• Understanding of sales technology adoption, including outbound calling strategies and sales automation technologies.

• Capability to work independently in a remote environment while maintaining strong motivation, work ethic, and organizational skills.

🏝️ Benefits

• Flexible schedule.

• Work from home.

• Discounted Dental, Vision, and Health insurance.

• Best in class coaching, training, and mentoring.