Remote Client Concierge—Retirement Planning Sales

Signal Advisors; Tucson (AZ); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, vision, and dental coverage

Flexible PTO Policy

Annual all-company retreat

Wellness programs

Job summary

A financial solutions company is seeking an Outbound Sales Consultant to join their Consumer Division. The role involves guiding client prospects through the sales process and engaging them with financial professionals for retirement planning. Successful candidates will have experience in sales, strong communication skills, and the ability to work independently in a remote environment. Competitive benefits and a flexible work culture are offered, including medical coverage and a 401(k) contribution.

Qualifications

• Prior experience as a sales development rep with a track record of achieving sales quotas.
• Two or more years of industry experience working in independent financial distribution.
• Able to maintain a positive attitude in the face of criticism, rejection, or failure.

Responsibilities

• Guide leads through the established sales process.
• Cold call and email new sales opportunities using Salesforce.
• Book meetings with independent financial professionals.

Skills

Sales experience

Communication skills

Active listening

Building rapport

Working independently

Education

Bachelor’s degree

Life and Health insurance licensed

Tools

Salesforce

Job description

A financial solutions company is seeking an Outbound Sales Consultant to join their Consumer Division. The role involves guiding client prospects through the sales process and engaging them with financial professionals for retirement planning. Successful candidates will have experience in sales, strong communication skills, and the ability to work independently in a remote environment. Competitive benefits and a flexible work culture are offered, including medical coverage and a 401(k) contribution.