Outbound Sales Consultant

About the role

At Signal Advisors, an Outbound Sales Consultant, or “Client Concierge,” is an integral part of our Consumer Division. This team focuses on helping client prospects find financial professionals to assist with their retirement planning needs.

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

What We're Looking For In Team Members

• Intentional Communicator
• Accountable
• Growth Mindset
• Distributed Work
• Customer Centric

MUST HAVES

• Life and Health insurance licensed, required
• Prior experience as a sales development rep with a track record of achieving sales quotas
• 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
• 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
• Able to work independently and manage one’s own workload

What We Value @ Signal

• We’re obsessed with finding a better way.
• We amaze every client, every time.
• We act with a sense of urgency.
• We raise our level of awareness.
• We find inches everywhere around us.
• We do the right thing.
• We have strong opinions, loosely held.
• We are the "they."

SIGNAL HUBS

• Signal HQ - Detroit, MI
• Lawrence, Kansas (including Topeka and Kansas City)
• Tucson, Arizona
• Phoenix, Arizona
• Minneapolis, Minnesota
• Des Moines, Iowa
• Atlanta, Georgia (northern metropolitan area)

Compensation & Benefits

• The US base salary for this full-time position is determined by role, level, and location.
• Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.
• In addition to salary, our team members benefits include:
• 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

Our Company

• We are committed to building a team that represents the many dimensions of diversity.
• We know underrepresented groups have been systematically excluded from certain spaces, and we strongly encourage you to apply in honor of the background and identities you embody, including location, background, race, gender, sexual orientation or any other personally defining attribute.
• We’re imperfect communicators, so think of our job postings as just the start of the conversation. Take the leap — you might just be the perfect person for one of our open roles, even if you don’t fully match the job description.