Sales Consultant

🔥 3 minutes ago

🦌 Connecticut – Remote

🦌 Connecticut – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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The Forge Companies

WebsiteLinkedInAll Job Openings

51 - 200 employees

⚖️ Legal

🛡️ Insurance

💸 Finance

Legal • Insurance • Finance

The Forge Companies is a multi-division firm that guides plaintiff attorneys and their clients through settlement planning, providing structured settlements, annuities, financial planning, trust planning and administration, and financial/business support for law firms. Founded in 2003 as Forge Consulting (a national insurance agency specializing in structured settlements and annuities), it has expanded into Advocacy Wealth Management (financial planning and investment portfolios), Advocacy Trust (litigation support, special needs trusts, settlement administration), and Forge Capital (financial and business services tailored to contingent-fee attorneys and law firms). The company focuses on coordinating settlement-related financial and trust services to reduce fragmentation in the post-settlement process and serves law firms, plaintiffs, and related professional partners.

📋 Description

• Work with leadership to develop sales plans, goals, strategies, and budgets • Produce new attorney relationship opportunities and capture plans leading to new and profitable business leads • Report and track sales lead progress • Participate in attorney network organizations to generate business opportunities, including possibly presenting at conferences • Maintain communication with attorneys, clients, supervisors, and colleagues to ensure feedback is communicated and acted upon • Serve as customer liaison by understanding customer issues, providing solutions where possible, and following through on commitments • Research, identify, and execute opportunities in appropriate markets • Manage company resources and promote overall brand awareness • Maintain accurate client files in the CRM and track relationships in databases and other files • Perform other duties as assigned

🎯 Requirements

• 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, convert relationships into leads, and acquire business • Ability to quickly learn and appropriately use technical terms for company services while communicating in an approachable manner • Customer-oriented, self-disciplined, and results-focused • Excellent to advanced skills in MS Office suite • Must be located in Connecticut • Must be able to lift 15 pounds at times