FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Financial Sales Consultant
Infinity Recruitment Solutions. Identify, prospect, and onboard individual clients through networking, referrals, and targeted outreach .
Posted 10/5/2026full-timeRemote • California • 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, with a strong focus on relationship management and effective communication. Proficient in utilizing CRM software and sales automation tools to enhance client interactions and drive business development.
Highest-signal resume keywords
Client OnboardingFinancial AssessmentCRM Software ProficiencySales NegotiationPortfolio Review
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SalesTelemarketingBusiness DevelopmentFinancial PlanningInsurance Policies
Soft Skills
Communication SkillsNegotiation SkillsRelationship ManagementMotivationOrganization
Tools & Technologies
Salesforce CloudSales Automation Tools
Industry Keywords
InsuranceFinancial SolutionsInvestment ManagementRisk ToleranceLife Stages
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 clients' financial plans to life changes, economic shifts, and evolving goals
- Help individuals and families secure and protect their futures through comprehensive financial planning, investment management, and tailored life insurance strategies
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