Sales Consultant

About the Role

We are seeking a Structured Settlement Sales Consultant to build relationships with personal injury attorneys and their staff. You will ensure they are well-informed of The Forge Companies' service offerings and confident in referring their injured plaintiff clients for settlement planning and wealth management support. Knowledge of the personal injury field, settlement planning, and wealth management is preferred.

Responsibilities

• Work with leadership to develop a sales plan, goals, strategies, and budget.
• Produce new attorney relationship opportunities and corresponding capture plans that lead to the generation of new and profitable business leads.
• Provide reporting and tracking of progress of sales leads.
• Engage in attorney network organizations to generate business opportunities, including presenting at conferences.
• Maintain good communication with attorneys, clients, supervisors, and colleagues to ensure feedback is acted on appropriately.
• Serve as a customer liaison, understanding issues and problems, providing solutions, and following through on commitments.
• Research, identify, and execute opportunities in the appropriate market.
• Manage company resources and promote overall brand awareness.
• Maintain accurate client files in the CRM, track relationships, and update databases or files.
• Perform other duties as assigned.

Qualifications

• 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 to meet client needs.
• Ability to multi-task and handle large workloads under time constraints.
• Advanced verbal, written communication, and presentation skills.
• Results-oriented with strong process and execution skills.
• Ability to work independently and reliably.
• Flexible and adaptable in various situations and when interacting with different personalities.
• Ability to organize and prioritize tasks, including delegation when appropriate.
• Ability to cultivate a network of business contacts and convert these relationships into leads and business.
• Ability to quickly learn and appropriately use technical terms while communicating in an approachable manner.
• Customer-oriented, self-disciplined, and results-focused.
• Excellent to advanced skills in the MS Office suite.

Location & Travel

This role is based in the New York City Metro Area and offers a hybrid or remote work arrangement. Travel up to 50% of the time is required.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Ability to lift up to 15 pounds at times.