Inside Sales Consultant

Diamond Consultants - Financial Advisor Recruiters and Consultants; Morristown (NJ); Remote; USD 50,000 - 75,000; Full time

Job summary

Diamond Consultants seeks a motivated Inside Sales Consultant to join their team, supporting elite Financial Advisors navigating career transitions. This position offers remote flexibility, strong mentorship, and a clear growth pathway within a prestigious firm, ideal for an organized individual eager to learn and excel.

Benefits

Health, dental, and vision insurance

Competitive compensation with bonus potential

Remote work flexibility

Mentorship and direct exposure to top consultants

Clear career path to becoming a Senior Consultant

Qualifications

• Entry-level position supporting high-performing sales team.
• Sales or project management experience is a plus.
• Willingness to learn and take direction from senior team members.

Responsibilities

• Conduct targeted multi-channel outreach to financial advisors.
• Support senior consultants by managing the full lifecycle of a search process.
• Maintain and update our CRM system with lead and candidate activity.

Skills

Strong organizational skills

Attention to detail

Sales experience

Tech-savvy

Education

Bachelor’s degree

Tools

CRM systems

Job description

Diamond Consultants - Financial Advisor Recruiters and Consultants provided pay range

This range is provided by Diamond Consultants - Financial Advisor Recruiters and Consultants. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $75,000.00/yr

Direct message the job poster from Diamond Consultants - Financial Advisor Recruiters and Consultants

Talent Acquisition Specialist at Kaye/Bassman International & Sanford Rose Associates

About Us

Diamond Consultants is a nationally recognized executive search and consulting firm serving elite Financial Advisors. We help financial advisors navigate critical career transitions with discretion, expertise, and market intelligence. We partner closely with the most elite firms on Wall Street including Morgan Stanley, Goldman Sachs, J.P. Morgan, and hundreds more.

The Role

We are seeking a motivated and detail-oriented Inside Sales Consultant to support our high-performing team in managing the sales and search process for Financial Advisors. This is a remote position that offers extensive learning opportunities, direct mentorship from top producers and company executives, and a clear path to growth within the firm.

Key Responsibilities

• Conduct targeted multi-channel outreach to financial advisors considering a career move
• Support senior consultants by managing the full lifecycle of a search process
• Maintain and update our CRM system with lead and candidate activity
• Join client and candidate calls to observe and eventually participate in consultations
• Assist in organizing candidate outreach campaigns and follow-ups
• Keep detailed records and maintain organization across multiple concurrent searches
• Build strong foundational knowledge of the financial advisory industry

Qualifications

• Sales or project management experience is a plus
• Bachelor’s degree preferred but not required
• Strong organizational skills and ability to multitask effectively
• Tech-savvy, with experience using CRM systems a bonus
• Willingness to learn and take direction from senior team members
• Open-minded, professional, and highly detail-oriented

What We Offer

• Health, dental, and vision insurance
• Competitive compensation with bonus potential
• Remote work flexibility
• Mentorship and direct exposure to top consultants in the industry
• Clear career path to becoming a Senior Consultant

Why Join Us?

You’ll gain unique insights into the financial services landscape while developing invaluable client relationships and sales skills. This is an opportunity to work with some of the most recognized firms in the industry while contributing to life-changing career transitions for top-tier advisors.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Consulting, and Finance

• Industries

  Business Consulting and Services, Financial Services, and Staffing and Recruiting

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Inferred from the description for this job

401(k)

Vision insurance

Medical insurance

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