Note: The job is a remote job and is open to candidates in USA. The Forge Companies is seeking a Structured Settlement Sales Consultant who will build relationships with personal injury attorneys and their staff. The role focuses on ensuring attorneys are informed about the company's services and confident in referring clients for settlement planning and wealth management support.
Responsibilities
- 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
Skills
- Bachelor's degree in business or finance
- 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
- Knowledge of the personal injury field, settlement planning, and wealth management
Benefits
- Remote
- Role Location: Boston Metropolitan Area
Company Overview