Financial Services Consultant

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

📋 Description

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

• Assess clients' financial situations, goals, risk tolerance, and life stages.

• Create tailored financial solutions to meet individual needs.

• Evaluate clients' liability and legacy objectives.

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

• Conduct regular reviews of client portfolios.

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

⛳️ Requirements

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

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

• Familiarity with sales automation tools is advantageous.

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

• Competence in negotiating effectively, closing deals, and managing customer relationships with professionalism and confidence.

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

• Ability to work autonomously in a remote environment.

• High levels of motivation, strong work ethic, and excellent organizational skills.

🏝️ Benefits

• Flexible schedule.

• Work from home.

• Discounted dental, vision, and health insurance.

• Access to best-in-class coaching, training, and mentoring.