Note: The job is a remote job and is open to candidates in USA. Infinity Recruitment Solutions is recruiting for The Mathews Agency, which helps individuals and families secure and protect their financial futures. The Financial Services Consultant will acquire and manage clients, conduct financial assessments, develop tailored financial and insurance solutions, and retain relationships through ongoing portfolio reviews.
Responsibilities
- **Client Acquisition:** Identify, prospect, and onboard individual clients through networking, referrals, and targeted outreach
- **Financial Services:** Conduct deep-dive assessments of clients' financial situations, goals, risk tolerance, and life stages to tailor customized financial solutions
- **Insurance Solutions:** Evaluate client liability and legacy goals to recommend and place appropriate life, disability, and critical illness insurance policies
- **Relationship Retention:** Conduct regular portfolio reviews with clients to adapt their financial plans to life changes, economic shifts, and evolving goals
Skills
- Proven experience in sales, telemarketing, or business development
- Strong proficiency with CRM software such as Salesforce Cloud or similar platforms; experience with sales automation tools is a plus
- Excellent communication skills with the ability to articulate concepts clearly and persuasively over the phone
- Demonstrated ability to negotiate effectively, close deals, and manage customer relationships with professionalism and confidence
- Familiarity with sales technology adoption, including outbound calling strategies, and sales automation technologies
- Ability to work independently in a remote setting while maintaining high levels of motivation, work ethic and organization
Benefits
- Flexible schedule
- Work from home
- Discounted Dental, Vision and Health insurance
- Best in class coaching, training and mentoring
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