Inside Sales Consultant

Kaye/Bassman International, Corp.; Newark (NJ); Remote; USD 50,000 - 75,000; Full time

Job summary

A leading executive search and consulting firm is seeking a motivated Inside Sales Consultant. This remote role involves conducting outreach to financial advisors, supporting senior consultants, and managing the sales process. The position offers mentorship, a clear path for growth, and exposure to top industry professionals.

Benefits

Health, dental, and vision insurance

401(k) retirement plan

Competitive compensation with bonus potential

Remote work flexibility

Mentorship from industry top consultants

Clear career path to becoming a Senior Consultant

Qualifications

• Sales or project management experience is a plus.
• Tech-savvy; experience using CRM systems a bonus.
• Willingness to learn and follow direction.

Responsibilities

• Conduct targeted 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.

Skills

Organizational skills

Multitasking

Sales experience

Tech-savvy

Detail-oriented

Education

Bachelor's degree

Tools

CRM systems

Job description

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

• 401(k) retirement plan

• 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.