Internal Solutions Consultant

Jobtailor; Illinois; On-site; USD 52,000 - 76,000; Full time

Job summary

Jobtailor in the United States seeks a proactive sales support professional to engage clients and drive adviser-client engagement health through online meetings, calls, and email. You will profile prospects, document details, and identify engagement opportunities from marketing leads while maintaining Salesforce contacts.

The role includes supporting responses to RFPs, conducting market research, and keeping sales collateral up to date to empower the team.

Qualifications

• 1-3 years of exposure to the financial services industry.
• Effective communication via web meetings, phone, and in-person.
• Ability to thrive in a fast-paced environment and work both in a team and independently as a self-starter.
• Ability to influence decision-making and solve problems with a client-first mindset.
• Strong time-management and organizational skills.

Responsibilities

• Engage clients and prospective clients via online meetings, telephone, and email to drive sales agendas and support adviser-client engagement health.
• Profile prospective clients, take notes, and identify engagement opportunities; follow up on leads from marketing; maintain contacts in Salesforce.
• Assist in responses to RFPs by maintaining relevant information and collaborating with internal teams.
• Perform market research by identifying trends, competitors, and key accounts; relay articles of value to the sales team.
• Maintain sales collateral and marketing material for team distribution.
• Other duties may be assigned.

Skills

Communication

Time management

Organizational skills

Self-starter

Influence decision-making

Multi-tasking

Collaboration

Critical thinking

Problem-solving

Attention to detail

Job description

Responsibilities

• Proactively engage clients and prospective clients, led by online meetings, telephone, and email, to drive sales agendas and support the adviser-client’s full engagement health
• Profile prospective clients, take copious notes, and identify opportunities for engagement and follow up on leads from marketing campaigns, and maintain contacts in Salesforce
• Assist in responses to RFPs by maintaining relevant information and collaborating with internal teams
• Perform market research by identifying trends, competitors, and key accounts, and relaying articles of value to the sales team
• Maintain sales collateral and marketing material for team distribution

Other duties may be assigned.

Requirements

• 1-3 Years of exposure to the financial services industry
• Effective communication skills and presence via web meetings, phone, and in-person
• Talent to thrive in a fast-paced environment and work both within a team and independently as a self-starter
• Ability to influence decision‑making and solve problems, thinking critically and collaboratively, while executing with a client‑first mindset
• Proven ability to pay attention to detail, multi‑task, and prioritize responsibilities effectively, with exceptional time‑management and organizational skills.

Soft Skills

• effective communication skills
• problem‑solving
• critical thinking
• collaborative
• time‑management
• organizational skills
• self‑starter
• ability to influence decision‑making
• attention to detail
• ability to multi‑task