Sales Consultant

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

Job summary

Forge Consulting in the Boston area is seeking a Structured Settlement Sales Consultant who will build relationships with personal injury attorneys and staff, keeping them informed of Forge's settlement planning and wealth management services and confident in referring injured plaintiff clients.

Qualifications include a bachelor’s degree in business or finance and at least 6 years of financial planning experience, plus advanced analytical, communication, and MS Office skills.

Qualifications

• Bachelor’s degree in business or finance
• At least 6 years of experience in financial planning or equivalent
• Demonstrated ability to drive business sales and profit growth
• Advanced analytical skills
• Ability to work with cross-functional teams and disciplines to meet client needs
• Advanced verbal, written communication and presentation skills
• Ability to be results-oriented with strong process and execution skills
• Ability to work independently and reliably
• Flexible and adaptable in various situations and when interacting with many different personalities
• Ability to organize and prioritize tasks including delegation of tasks when appropriate
• Ability to cultivate a network of business contacts and convert these relationships into leads and acquire business
• Ability to quickly learn and appropriately use technical terms for company services and communicate clearly

Responsibilities

• Works with leadership to develop a sales plan, goals, strategies, budget, etc.
• Produces new attorney relationship opportunities and capture plans that lead to new and profitable business leads.
• Provides reporting and tracking of progress of sales leads.
• Becomes involved in attorney network organizations to generate business opportunities including presenting at conferences.
• Maintains good communication with attorneys, clients, supervisors, and colleagues to ensure feedback is acted on.
• Serves as customer liaison, listening to issues and offering solutions and following through on commitments.
• Researches, identifies, and executes opportunities in the market.
• Manages company resources and promotes brand awareness.
• Maintains accurate client files in the CRM and other databases/files.
• Other duties as assigned

Skills

Relationship building

Sales planning

Communication

Cross-functional collaboration

Time management

Presentation skills

Independence

Adaptability

Networking

MS Office skills

Education

Bachelor's degree in business or finance

Tools

CRM software

MS Office

Job description

Job Description

We are seeking a Structured Settlement Sales Consultant who will build relationships with personal injury attorneys and their staff while ensuring they are well-informed of The Forge Companies' service offerings and confident in referring their injured plaintiff clients for settlement planning and wealth management support. Knowledge of the personal injury field, settlement planning, and wealth management is preferred. This information must be coupled with excellent relationship building, relationship management, and communication skills through which trust and confidence is quickly built with attorneys and their staff.

Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Works with leadership to develop a sales plan, goals, strategies, budget, etc.
• Produces new attorney relationship opportunities and corresponding capture plans that ultimately lead to the successful generation of new and profitable business leads.
• Provides reporting and tracking of progress of sales leads.
• Becomes involved in attorney network organizations to generate business opportunities including possibly presenting at conferences.
• Maintains good communication with the attorney, client, supervisor, and colleagues within the organization to ensure feedback is communicated and appropriately acted on.
• Serves as customer liaison, listening and understanding the customer issues and problems, providing a solution if possible, and following through on commitments.
• Researches, identifies, and executes the opportunities in appropriate market.
• Manages company’s resources and promote overall brand awareness.
• Maintain accurate client files in the CRM, tracking of relationships, and other databases or files.
• Other duties as assigned

Qualifications

• Bachelor’s degree in business or finance and at least 6 years of experience with financial planning or an equivalent combination of education and experience.
• Demonstrated ability to drive business sales and profit growth.
• Advanced analytical skills.
• Ability to work with cross-functional teams and disciplines to meet client needs.
• Ability to multi-task and handle large workloads under time constraints.
• Advanced verbal, written communication, and presentation skills.
• Ability to be results-oriented with strong process and execution skills.
• Ability to work independently and reliably
• Flexible and adaptable in various situations and when interacting with many different personalities
• Ability to organize and prioritize tasks including delegation of tasks when appropriate
• Ability to cultivate a network of business contacts and convert these relationships into leads and acquire business.
• Ability to quickly learn and appropriate use of technical terms for services provided by the company and yet able to communicate in an approachable manner.
• Ability to be customer oriented, self-disciplined, and results focused.
• Excellent to advanced skills in MS Office suite.

Role Location

• Boston Metropolitan Area
• Remote
• Travel up to 50% of the time

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift 15 pounds at times