Sales Consultant
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Job Description
Sales Consultant building relationships with personal injury attorneys and generating referrals. Promoting The Forge Companies’ settlement planning and wealth management services across Connecticut.
Responsibilities:
- Work with leadership to develop sales plans, goals, strategies, and budgets
- Produce new attorney relationship opportunities and capture plans leading to new and profitable business leads
- Report and track sales lead progress
- Participate in attorney network organizations to generate business opportunities, including possibly presenting at conferences
- Maintain communication with attorneys, clients, supervisors, and colleagues to ensure feedback is communicated and acted upon
- Serve as customer liaison by understanding customer issues, providing solutions where possible, and following through on commitments
- Research, identify, and execute opportunities in appropriate markets
- Manage company resources and promote overall brand awareness
- Maintain accurate client files in the CRM and track relationships in databases and other files
- Perform other duties as assigned
Requirements:
- Bachelor’s degree in business or finance and at least 6 years of experience with financial planning, or an equivalent combination of education and experience
- Demonstrated ability to drive business sales and profit growth
- Advanced analytical skills
- Ability to work with cross-functional teams and disciplines to meet client needs
- Ability to multi-task and handle large workloads under time constraints
- Advanced verbal, written communication, and presentation skills
- Ability to be results-oriented with strong process and execution skills
- Ability to work independently and reliably
- Flexible and adaptable in various situations and when interacting with many different personalities
- Ability to organize and prioritize tasks, including delegation of tasks when appropriate
- Ability to cultivate a network of business contacts, convert relationships into leads, and acquire business
- Ability to quickly learn and appropriately use technical terms for company services while communicating in an approachable manner
- Customer-oriented, self-disciplined, and results-focused
- Excellent to advanced skills in MS Office suite
- Must be located in Connecticut
- Must be able to lift 15 pounds at times
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