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Financial Services Consultant- Remote

๐Ÿ“… Aug 14
Client AcquisitionFinancial PlanningInvestment ManagementInsurance Solutions

๐Ÿ“œ Description

  • 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 to tailor customized financial solutions.
  • Conduct regular portfolio reviews with clients to adapt their financial plans to life changes, economic shifts, and evolving goals.

๐Ÿ› ๏ธ Requirements

  • Proven experience in sales, telemarketing, or business development.
  • Strong proficiency with CRM software such as Salesforce Cloud or similar platforms.
  • 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.
  • Ability to work independently in a remote setting while maintaining high levels of motivation, work ethic, and organization.

โœจ Benefits

  • Flexible schedule
  • Work from home
  • Discounted Dental, Vision and Health insurance
  • Best in class coaching, training and mentoring
  • Evaluate client liability and legacy goals to recommend and place appropriate life, disability, and critical illness insurance policies.
Full job description

The Mathews Agency is seeking a dynamic and client-focused Financial Services Consultant to grow and manage individual client portfolios. In this role, you will act as a trusted financial consultant, helping individuals and families secure and protect their futures through comprehensive financial planning, investment management, and tailored life insurance strategies. The ideal candidate possesses a strong entrepreneurial spirit and exceptional relationship-building skills.

Key Responsibilities

  • Client Acquisition: Identify, prospect, and onboard individual clients through networking, referrals, and targeted outreach.
  • Financial Services: Conduct deep-dive assessments of clients' financial situations, goals, risk tolerance, and life stages to tailor customized financial solutions.
  • Insurance Solutions: Evaluate client liability and legacy goals to recommend and place appropriate life, disability, and critical illness insurance policies.
  • Relationship Retention: Conduct regular portfolio reviews with clients to adapt their financial plans to life changes, economic shifts, and evolving goals.

Qualifications

  • 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.

Benefits:

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

If you are driven by a passion for helping families thrive, eager to take control of your earning potential, and ready to make a lasting impact on people's lives, we want to hear from you. Apply today to build a rewarding career where your success directly fuels the peace of mind and financial security of the clients you serve!

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