Remote Structured Settlement Sales Consultant

The Forge Companies; Boston (MA); On-site; USD 90,000 - 150,000; Full time

Job summary

The Forge Companies seeks a Structured Settlement Sales Consultant to build relationships with personal injury attorneys and their staff, informing them about settlement planning and wealth management offerings.

The role emphasizes exceptional communication, collaboration with cross-functional teams, and the ability to generate new business leads while maintaining accurate client records.

Qualifications

• Bachelor's degree in business or finance required.
• At least 6 years of experience in financial planning or a related field.
• Proven ability to drive sales and profit growth.
• Strong analytical skills and MS Office proficiency.

Responsibilities

• Develop a sales plan with leadership and set goals and budget.
• Produce new attorney relationship opportunities and capture plans to generate new business.
• Provide reporting and tracking of progress of sales leads.
• Engage with attorney networks and present at conferences when appropriate.
• Maintain good communication with attorneys, clients, supervisors, and colleagues.
• Serve as a liaison, listening to client issues and proposing solutions.
• Identify market opportunities and pursue them.
• Manage company resources and promote brand awareness.
• Maintain accurate client files in the CRM and related databases.
• Assist with other duties as assigned.

Skills

Sales leadership

Relationship building

Strategic planning

Cross-functional collaboration

Multitasking

Verbal and written communication

Presentation skills

Process execution

Independent work

Networking to leads

Customer orientation

Education

Bachelor's degree in business or finance

Tools

MS Office

Job description

The Forge Companies seeks a Structured Settlement Sales Consultant to build relationships with personal injury attorneys and their staff, informing them about settlement planning and wealth management offerings.

The role emphasizes exceptional communication, collaboration with cross-functional teams, and the ability to generate new business leads while maintaining accurate client records.