Sales Consultant

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

📋 Description

• Collaborate with leadership to formulate sales strategies, objectives, plans, and budgets.

• Create new opportunities for attorney relationships and develop plans to secure new, profitable business leads.

• Monitor and report on the progress of sales leads.

• Engage in attorney network organizations to foster business opportunities, which may include presenting at conferences.

• Maintain effective communication with attorneys, clients, supervisors, and colleagues to ensure that feedback is shared and acted upon.

• Act as a customer liaison by understanding client issues, providing solutions when possible, and following through on commitments.

• Research, identify, and pursue opportunities in targeted markets.

• Oversee company resources and enhance overall brand visibility.

• Keep accurate client records in the CRM and manage relationships in databases and other files.

• Carry out additional responsibilities as assigned.

⛳️ Requirements

• Bachelor’s degree in business or finance, with a minimum of 6 years of experience in financial planning, or an equivalent combination of education and experience.

• Proven ability to drive business sales and profit growth.

• Strong analytical skills.

• Capacity to work effectively with cross-functional teams and disciplines to meet client requirements.

• Proficient at managing multiple tasks and handling substantial workloads under tight deadlines.

• Excellent verbal, written communication, and presentation abilities.

• Results-driven with robust process and execution skills.

• Capable of working independently and reliably.

• Adaptable and flexible in diverse situations and while interacting with a variety of personalities.

• Skilled in organizing and prioritizing tasks, including delegating responsibilities when necessary.

• Ability to build a network of business contacts, convert relationships into leads, and secure business.

• Quick to learn and effectively use technical terminology related to company services while maintaining an approachable communication style.

• Customer-focused, self-disciplined, and results-oriented.

• Proficient in MS Office suite, with excellent to advanced skills.

• Must reside in Connecticut.

• Capable of lifting up to 15 pounds occasionally.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company matching contributions.

• Opportunities for professional development and career advancement.

• Flexible work hours and the possibility of remote work.