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Financial Sales Consultant
Infinity Recruitment Solutions. Identify, prospect, and onboard individual clients through networking, referrals, and targeted outreach .
Posted 11/11/2026full-timeRemote • Connecticut • United StatesMid-LevelSenior💰 $75,000 - $150,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client onboarding, financial assessment, and tailored insurance solutions while effectively managing customer relationships and adapting financial plans to changing circumstances.
Highest-signal resume keywords
Sales ExperienceCRM Software ProficiencyEffective Negotiation SkillsCustomer Relationship ManagementCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AssessmentInsurance Policy RecommendationPortfolio ReviewSales Automation ToolsOutbound Calling Strategies
Soft Skills
ProfessionalismConfidenceMotivationWork EthicOrganization
Tools & Technologies
Salesforce CloudCRM SoftwareSales Technology Adoption
Industry Keywords
Insurance SolutionsClient ProspectingRisk ToleranceLife StagesFinancial Goals
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- 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
- Tailor customized insurance and financial solutions
- Evaluate client liability and legacy goals
- Recommend and place appropriate life, disability, and critical illness insurance policies
- Conduct regular portfolio reviews with clients
- Adapt financial plans to life changes, economic shifts, and evolving goals
Requirements
What you’ll need- 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
Comp & perks- Flexible schedule
- Work from home
- Discounted Dental, Vision and Health insurance
- Best in class coaching, training and mentoring