Financial Services Consultant

2 weeks ago


Lake Mary, Florida, United States New York Life Full time


Are you a motivated and results-driven sales expert with a solid history of meeting sales objectives? We are in search of an external sales consultant who can devise a strategic approach to cultivate new and enhance existing client relationships.

Our sales team is equipped with the necessary tools, training, management support, and competitive compensation to ensure your success. Ideal candidates should be self-motivated individuals with exceptional communication, customer service, and interpersonal abilities. If you are seeking a rewarding career opportunity, we would like to connect with you.

Key Responsibilities

  • Deliver a mutually beneficial solution for clients, negotiate contract details, and finalize agreements.
  • Rapidly assess potential clients through inquiry to pinpoint decision-makers, challenges, competition, budget, timeline, and other possible hurdles.
  • Utilize social selling techniques and various communication platforms to identify, engage, and follow up with prospective clients and business opportunities.
  • Achieve or exceed monthly targets for sales and lead generation activities.
  • Establish our position as the leading choice in the industry through market analysis and product insights.

Required Qualifications

  • Proven ability to meet and surpass monthly sales targets.
  • Outstanding communication, presentation, persuasion, interpersonal, and negotiation skills.
  • Driven by deadlines and details, providing exceptional service to clients and team members alike.
  • A minimum of 2 years of experience in external sales or related marketing roles.
  • Preferred knowledge of the industry or products, along with a High School diploma.


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