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Financial Solutions Consultant

2 months ago

Delray Beach, Florida, United States DRB Capital Full time
Job Overview

As a Financial Solutions Consultant at DRB Capital, you will play a pivotal role in assisting clients who are in need of financial guidance. Your expertise will help individuals navigate their options regarding structured settlements, annuities, and investment strategies.


Key Responsibilities
  • Establish and nurture strong relationships with clients to facilitate the acquisition of future payment streams.
  • Evaluate clients' financial situations and present customized structured settlement solutions.
  • Implement strategic planning, ensure consistent follow-ups, and effectively close transactions by aiding clients with required documentation.
  • Analyze costs and revenues to assess overall profitability.
  • Maintain a steady daily workflow to cultivate a robust pipeline of qualified prospects.
  • Continuously work on expanding the client base to achieve gradual sales growth.
  • Perform additional tasks as assigned to support team objectives.

Qualifications and Skills
  • 1-3 years of experience in Inside Sales with a focus on high-volume phone interactions.
  • Proven track record in sales with successful deal closures and managing substantial call volumes.
  • Dynamic and engaging personality that connects well during outbound communications.
  • Persistent problem-solver with the ability to build rapport over the phone and in person.
  • Results-driven with a strong focus on achieving goals and overcoming obstacles.
  • Solid understanding of business principles and sales strategies.
  • Skilled in negotiations, presentations, and resolving issues.
  • Excellent written and verbal communication skills with a professional demeanor.
  • Demonstrated dedication to providing exceptional customer service.
  • Able to make independent decisions in a fast-paced, multitasking environment.
  • Strong organizational and planning skills.
  • Familiarity with Microsoft Office Suite and proficiency in CRM tools (e.g., Salesforce).
  • Knowledge of multiple languages is a plus.
  • A Bachelor's degree is preferred.