Attorney Relations Advisor - Structured Settlements

Forge Consulting; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Forge Consulting seeks a Sales Consultant to build relationships with personal injury attorneys and staff, informing them of service offerings and guiding referrals for settlement planning and wealth management. Knowledge of personal injury, structured settlements, and wealth management is essential, with strong relationship and communication skills.

The role requires managing a sales plan, tracking progress, and active participation in attorney networks, while maintaining CRM accuracy and

Qualifications

• Bachelor’s degree in business or finance; 6+ years of financial planning experience.
• Proven ability to drive business sales and profit growth.
• Advanced analytical and MS Office skills.

Responsibilities

• Develop a sales plan with leadership including goals and budget.
• Generate new attorney relationships and capture plans for opportunities.
• Provide reporting and tracking of sales leads progress.
• Engage attorney networks and potentially present at conferences.
• Maintain communication with attorneys, clients, and colleagues.
• Serve as liaison, understand issues and propose solutions.
• Identify and pursue opportunities in the market.
• Manage resources and promote brand awareness.
• Maintain accurate client files in the CRM and related systems.
• Perform other duties as assigned.

Skills

Communication skills

Relationship building

Sales leadership

Financial planning knowledge

Multi-tasking

Education

Bachelor’s degree in business or finance

Tools

MS Office

Job description

Forge Consulting seeks a Sales Consultant to build relationships with personal injury attorneys and staff, informing them of service offerings and guiding referrals for settlement planning and wealth management. Knowledge of personal injury, structured settlements, and wealth management is essential, with strong relationship and communication skills.

The role requires managing a sales plan, tracking progress, and active participation in attorney networks, while maintaining CRM accuracy and