Financial Sales Consultant

Vaga não está no LinkedIn

🕒 2 dias atrás

🏄 California – Remoto

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💵 $75.000 - $150.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

👻 Score fantasma 0%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Infinity Recruitment Solutions

1 - 10 funcionários

🎯 Recrutamento

Recruitment

A Infinity Recruitment Solutions é uma agência de recrutamento focada em conectar candidatos a cargos voltados para vendas, incluindo representantes de vendas e profissionais de vendas financeiras. A empresa trabalha com empregadores que contratam para posições remotas e auxilia os candidatos a explorar novas oportunidades de carreira coletando aplicações e compatibilizando talentos com funções disponíveis. Com sede em Bluffton, SC, a Infinity Recruitment Solutions enfatiza o contato personalizado e parcerias com empresas contratantes para colocar indivíduos motivados em carreiras significativas e gratificantes.

Descrição

• Identify, prospect, and onboard individual clients through networking, referrals, and targeted outreach • Conduct deep-dive assessments of clients' financial situations, goals, risk tolerance, and life stages • Tailor customized insurance and financial solutions • Evaluate client liability and legacy goals • Recommend and place appropriate life, disability, and critical illness insurance policies • Conduct regular portfolio reviews with clients • Adapt clients' financial plans to life changes, economic shifts, and evolving goals • Help individuals and families secure and protect their futures through comprehensive financial planning, investment management, and tailored life insurance strategies

🎯 Requisitos

• 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

🏖️ Benefícios

• Flexible schedule • Work from home • Discounted Dental, Vision and Health insurance • Best in class coaching, training and mentoring

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