Sales Consultant

The Forge Companies

. Work with leadership to develop sales plans, goals, strategies, and budgets .

Posted 9/25/2026full-timeRemote • Connecticut • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing sales strategies, managing client relationships, and driving business growth through effective communication and analytical skills. Proficient in utilizing CRM systems and MS Office to track sales progress and maintain client data.

Highest-signal resume keywords

Sales Strategy DevelopmentFinancial PlanningAdvanced Analytical SkillsClient Relationship ManagementCross-Functional Team Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningSales GrowthCRM ManagementData AnalysisPresentation SkillsMS Office SuiteMarket ResearchLead GenerationBudget ManagementTask Prioritization

Soft Skills

Communication SkillsResults-OrientedAdaptabilitySelf-DisciplineNetworking

Industry Keywords

Business DevelopmentClient LiaisonSales Lead TrackingBrand AwarenessAttorney Network Organizations

About the role

Key responsibilities & impact

Work with leadership to develop sales plans, goals, strategies, and budgets
Produce new attorney relationship opportunities and capture plans leading to new and profitable business leads
Report and track sales lead progress
Participate in attorney network organizations to generate business opportunities, including possibly presenting at conferences
Maintain communication with attorneys, clients, supervisors, and colleagues to ensure feedback is communicated and acted upon
Serve as customer liaison by understanding customer issues, providing solutions where possible, and following through on commitments
Research, identify, and execute opportunities in appropriate markets
Manage company resources and promote overall brand awareness
Maintain accurate client files in the CRM and track relationships in databases and other files
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s degree in business or finance and at least 6 years of experience with financial planning, or an equivalent combination of education and experience
Demonstrated ability to drive business sales and profit growth
Advanced analytical skills
Ability to work with cross-functional teams and disciplines to meet client needs
Ability to multi-task and handle large workloads under time constraints
Advanced verbal, written communication, and presentation skills
Ability to be results-oriented with strong process and execution skills
Ability to work independently and reliably
Flexible and adaptable in various situations and when interacting with many different personalities
Ability to organize and prioritize tasks, including delegation of tasks when appropriate
Ability to cultivate a network of business contacts, convert relationships into leads, and acquire business
Ability to quickly learn and appropriately use technical terms for company services while communicating in an approachable manner
Customer-oriented, self-disciplined, and results-focused
Excellent to advanced skills in MS Office suite
Must be located in Connecticut
Must be able to lift 15 pounds at times