What are the responsibilities and job description for the Financial Sales Consultant position at Talent Elite Partners?
"Shape Financial Futures with a Fortune 500 Leader!"
We have been exclusively retained by a nationally recognized financial services leader to identify a Financial Sales Consultant to join their team. This organization is dedicated to helping individuals and businesses build stronger financial futures. Their mission is simple: deliver trustworthy guidance, and innovative solutions—all while fostering an inclusive workplace where every individual can thrive.
Job Summary
We're seeking a sales professional to drive revenue growth while maintaining exceptional client relationships. In this role, you'll balance new business acquisition with ongoing relationship management, ensuring both sales targets and client satisfaction metrics are consistently exceeded.
This position is perfect for a relationship-focused professional who excels at seeking new client opportunities and developing existing client relationships, values flexibility, and is committed to building long-term partnerships that drive mutual success.
What You'll Do
- Sales Management: Balance time between prospecting for new clients and nurturing existing relationships to maximize both acquisition and retention
- Relationship Portfolio Oversight: Manage a diverse portfolio of client relationships, ensuring consistent communication and exceptional service delivery
- Revenue Generation: Drive new sales while identifying expansion opportunities within your existing client base
- Client Needs Assessment: Conduct comprehensive financial reviews to understand evolving client needs and recommend appropriate solutions
- Strategic Account Planning: Develop and execute account strategies that strengthen relationships and identify growth opportunities
- Client Advocacy: Serve as the primary advocate for your clients, ensuring their needs are met across all service touchpoints
- Sales Process Management: Manage the complete sales cycle from prospecting through closing and onboarding
- Market Engagement: Represent the company at networking events and industry functions to build your professional network
What You'll Bring
- Sales Experience: 3-5 years combining sales and relationship management experience
- Sales Success: Track record of meeting or exceeding goals while maintaining high client satisfaction
- Strategic Mindset: Ability to think strategically about both immediate opportunities and long-term relationship development
- Organizational Skills: Strong project management abilities to juggle multiple clients, prospects, and initiatives simultaneously
- Technology Proficiency: Experience with CRM systems and relationship management tools helpful!
- Education: Bachelor's degree or equivalent experience in business or sales
Why You'll Love Working Here
- Hybrid Work Model: Flexible work environment combining remote productivity with in-person client interactions
- Relationship-Driven Culture: Work for an organization that truly values long-term client partnerships
- Professional Growth: Opportunities to advance into relationship management or sales leadership roles
- Support System: Access to ongoing coaching, training programs, and professional development resources
- Comprehensive Training and Development - local resources and onboarding specialist for a smooth transition
Compensation & Benefits
This role offers a competitive total compensation package of $90,000 to $120,000 in the first year, including commission plus performance incentives for both sales achievement and client retention.
Comprehensive Benefits Package:
- medical, dental, and vision coverage
- 401(k) retirement plan with company matching
- Traditional pension plan
- Professional development opportunities
Apply Now! Join a team where relationship building and sales success go hand in hand. Create lasting client partnerships while driving meaningful business growth with a financial services leader committed to both client success and your professional development.
IND456
Job Type: Full-time
Pay: $90,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Professional development assistance
- Retirement plan
- Vision insurance
Experience:
- Sales: 3 years (Required)
Work Location: Hybrid remote in Horsham, PA 19044
Salary : $90,000 - $120,000