Remote/Hybrid Structured Settlement Sales Consultant

The Forge Companies; New York (NY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

The Forge Companies is seeking a Structured Settlement Sales Consultant to build relationships with personal injury attorneys and staff, keeping them informed about The Forge Companies' services and confident in referring clients for settlement planning and wealth management support.

Ideal candidates will possess a business/finance degree and extensive experience in financial planning, with strong relationship-building, communication, and analytical skills.

Qualifications

• Bachelor’s degree in business or finance is required; at least 6 years of experience in financial planning or an equivalent combination of education and experience.
• Demonstrated ability to drive business sales and profit growth.
• Advanced analytical skills and ability to work with cross-functional teams.
• Excellent verbal, written communication and presentation skills.
• Strong organization, multitasking, and execution capabilities.
• Ability to be customer oriented, self-disciplined, and results focused.
• Proficiency with MS Office suite.

Responsibilities

• Develop a sales plan, goals, strategies, and budget with leadership.
• Generate new attorney relationships and capture plans for profitable leads.
• Provide reporting and tracking of sales progress.
• Engage with attorney networks and possibly present at conferences.
• Maintain clear communications with clients, supervisors, and colleagues.
• Serve as a customer liaison, addressing issues and following through on commitments.
• Identify market opportunities and execute growth initiatives.
• Manage resources and promote brand awareness.
• Maintain accurate CRM client files and related databases.
• Perform additional duties as assigned

Skills

Relationship building

Sales planning

Cross-functional collaboration

Analytical skills

MS Office

Communication skills

Time management

Networking

Presentation skills

Education

Bachelor’s degree in business or finance

6+ years of experience in financial planning

Tools

CRM software

Job description

The Forge Companies is seeking a Structured Settlement Sales Consultant to build relationships with personal injury attorneys and staff, keeping them informed about The Forge Companies' services and confident in referring clients for settlement planning and wealth management support.

Ideal candidates will possess a business/finance degree and extensive experience in financial planning, with strong relationship-building, communication, and analytical skills.