Financial Services Consultant
New
T
The Mathews AgencyFinancial Services
RemoteFull-TimeMiddle
Salary$75,000 – $150,000
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Job Details
- Required Skills
- Business DevelopmentSalesforceCRM
Requirements
- Proven experience in sales, telemarketing, or business development.
- Strong proficiency with CRM software such as Salesforce Cloud or similar platforms.
- Experience with sales automation tools is a plus.
- Excellent communication skills with the ability to articulate concepts clearly and persuasively over the phone.
- Demonstrated ability 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 technologies.
- Ability to work independently in a remote setting while maintaining high levels of motivation, work ethic and organization.
Responsibilities
- Identify, prospect, and onboard individual clients through networking, referrals, and targeted outreach.
- Conduct deep-dive assessments of clients' financial situations, goals, risk tolerance, and life stages to tailor customized financial solutions.
- Evaluate client liability and legacy goals to recommend and place appropriate life, disability, and critical illness insurance policies.
- Conduct regular portfolio reviews with clients to adapt their financial plans to life changes, economic shifts, and evolving goals.
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