Note: The job is a remote job and is open to candidates in USA. Signal Advisors is a financial technology company focused on helping people address retirement planning needs by connecting them with financial professionals. The Outbound Sales Consultant assesses prospective client needs, communicates the value of financial planning services, and manages leads through the sales process. The role includes cold calling and emailing, maintaining Salesforce records, booking meetings, and providing lead-quality feedback to Marketing.
Responsibilities
- Take each lead through our established sales process from beginning to end, tailoring the offering to best fit the needs of the prospective client
- Utilize Salesforce to cold call and email to new sales opportunities
- Update Salesforce with relevant information in discovery and update status throughout the sales process, including thorough and complete note taking
- Reach out to leads captured and nurtured by the Marketing Team to book meetings with independent financial professionals
- Provide feedback to the Marketing Team regarding quality of marketing-sourced leads
Skills
- Life and Health insurance licensed, required
- Prior experience as a sales development rep with a track record of achieving sales quotas
- Able to think strategically and tactically; able to maintain a positive attitude in the face of criticism, rejection, or failure
- High integrity and ability to establish trusting relationships
- Enjoy working in a fast-paced environment
- Strong verbal and written communication skills
- Ability to work independently and manage one's own workload
- For this role, we require team members to be physically located in Detroit, or surrounding suburbs, or near one of our “Signal Hubs” across the US
- Two or more years of industry experience working in the independent financial distribution space, preferred
- Bachelor's degree or an equivalent combination of education, preferred
Benefits
- Medical, vision, and dental coverage
- FSA or HSA-eligible health plans
- 3% 401(k) company contribution with no vesting period
- Parental leave
- Learning & Development stipend
- Wellness programs
- Flexible PTO Policy
- 10 company-wide holidays
- $500 for your home office setup
- Remote friendly company
- Annual all-company retreat
- Competitive equity package based on on role and level
- Competitive relocation package for those interested in moving to Signal HQ- Detroit and surrounding suburbs
Company Overview