Sales Consultant

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

Job summary

Forge Consulting in Chicago seeks a Structured Settlement Sales Consultant to build attorney relationships and inform them about settlement planning and wealth management services.

The role requires a bachelor’s in business or finance, 6+ years in financial planning, and strong communication skills. You will develop sales plans, generate opportunities, manage CRM, and travel up to 50% as needed.

Qualifications

• Bachelor’s degree in business or finance required.
• 6+ years of financial planning or related experience.
• Proven ability to drive sales and profit growth.
• Strong MS Office and CRM skills.
• Excellent verbal and written communication.
• Ability to work independently and in cross-functional teams.

Responsibilities

• Develop a sales plan, goals, strategies, budget, etc.
• Produce new attorney relationship opportunities and capture plans that generate new business leads.
• Provide reporting and tracking of progress of sales leads.
• Becomes involved in attorney network organizations to generate opportunities, possibly presenting at conferences.
• Maintain communication with attorney, client, supervisor, and colleagues to ensure feedback is acted on.
• Serve as customer liaison, understand issues and provide solutions when possible.
• Research, identify, and execute opportunities in appropriate market.
• Manage company resources and promote brand awareness.
• Maintain accurate client files in the CRM and other databases.
• Other duties as assigned

Skills

Advanced analytical skills

Cross-functional collaboration

Strong communication

Relationship-building

Presentation skills

Education

Bachelor’s degree in business or finance

Tools

MS Office

CRM systems

Job description

Overview

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.

Essential Functions

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

Desired Knowledge, Skills, And Abilities

• 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

• Chicago, Illinois
• Hybrid or 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