Remote Settlement Sales Consultant for Attorneys

Forge Consulting; United States; Vor Ort; USD 80.000 - 100.000; Vollzeit

Zusammenfassung

Forge Consulting is seeking a Structured Settlement Sales Consultant to build relationships with personal injury attorneys. This remote role, focused on the Eastern or Central time zones, requires strong sales and communication skills.

The ideal candidate should have a Bachelor’s degree and over 6 years of experience in financial planning. Responsibilities include developing sales plans, generating business leads, and maintaining client relationships, with travel required up to 50%.

Qualifikationen

• At least 6 years of experience with financial planning or an equivalent combination of education and experience.
• Ability to work independently and reliably.
• Advanced verbal, written communication, and presentation skills.

Aufgaben

• Develop a sales plan and goals with leadership.
• Generate new business leads through attorney relationships.
• Maintain accurate client files in the CRM.

Kenntnisse

Relationship building

Communication skills

Sales growth

Analytical skills

MS Office suite

Ausbildung

Bachelor’s degree in business or finance

Jobbeschreibung

Forge Consulting is seeking a Structured Settlement Sales Consultant to build relationships with personal injury attorneys. This remote role, focused on the Eastern or Central time zones, requires strong sales and communication skills.

The ideal candidate should have a Bachelor’s degree and over 6 years of experience in financial planning. Responsibilities include developing sales plans, generating business leads, and maintaining client relationships, with travel required up to 50%.