Sales Consultant

Essential Functions

• 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.
• Maintains accurate client files in the CRM, tracking of relationships, and other databases or files.
• Other duties as assigned

Desired Knowledge, Skills, And Abilities

• 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 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.

Role Location

Boston Metropolitan Area
Remote
Travel up to 50% of the time

Physical Requirements

Prolonged periods of sitting at a desk and working on a computer
Must be able to lift 15 pounds at times