Remote Structured Settlement Growth Consultant

The Forge Companies; Chicago (IL); Hybrid; USD 90,000 - 140,000; Full time

Job summary

The Forge Companies is seeking a Structured Settlement Sales Consultant to build relationships with personal injury attorneys and staff, informing them about our settlement planning and wealth management services. You’ll help transform injured plaintiff clients into upcoming settlements while staying knowledgeable about the personal injury field.

Responsibilities include developing sales plans, generating new opportunities, and maintaining CRM records.

Qualifications

• Bachelor's degree in business or finance.
• At least 6 years of experience in financial planning or an equivalent combination of education and experience.

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.
• Participate in attorney networks and conferences to create opportunities.
• Maintain strong communication with attorneys, clients, and colleagues to relay feedback.

Skills

Sales growth

Analytical skills

Cross-functional teamwork

Multitasking

Communication

Execution skills

Independent working

Networking

Education

Bachelor's degree in business or finance

Tools

MS Office Suite

Job description

The Forge Companies is seeking a Structured Settlement Sales Consultant to build relationships with personal injury attorneys and staff, informing them about our settlement planning and wealth management services. You’ll help transform injured plaintiff clients into upcoming settlements while staying knowledgeable about the personal injury field.

Responsibilities include developing sales plans, generating new opportunities, and maintaining CRM records.