What are the responsibilities and job description for the Senior Sales Consultant — Business Ownership & Leadership Development position at Lumina Financial Solutions?
Lumina Financial Solutions empowers life insurance agents to build fulfilling businesses, create meaningful legacies, and achieve personal flexibility. Founded in 2022 by Alyssa Marshall, the company was established to provide agents with a supportive, mentorship-focused, and community-driven environment. Lumina prioritizes business ownership, remote work, and a culture centered on empowerment, particularly for women. With a proven, replicable system, Lumina helps aspiring and experienced agents succeed in financial services while promoting freedom and flexibility in their careers.
This is a remote, contract role for a Senior Sales Consultant specializing in Business Ownership and Leadership Development. The Senior Sales Consultant will focus on consulting with clients to identify their financial needs, deliver tailored solutions, and ensure high levels of customer satisfaction. Responsibilities include leading client consultations, fostering customer relationships, providing expert advice on business and financial planning, and upholding exceptional service standards. This role encourages entrepreneurial growth and leadership development in the financial services sector.
- Proven experience in Sales Consulting and Consulting within financial services or a related field
- Strong customer focus with the ability to ensure excellent Customer Satisfaction and deliver top-tier Customer Service
- Outstanding Communication skills to effectively engage with clients and team members
- Demonstrated leadership abilities and a drive to build and grow your own business
- Self-motivation, adaptability, and a results-oriented mindset
- Experience in life insurance or financial services preferred but not required
- Access to technology and a reliable internet connection to perform work remotely