The Mathews Agency is seeking a dynamic and client-focused Financial Services Consultant to grow and manage individual client portfolios. In this role, you will act as a trusted financial consultant, helping individuals and families secure and protect their futures through comprehensive financial planning, investment management, and tailored life insurance strategies. The ideal candidate possesses a strong entrepreneurial spirit and exceptional relationship-building skills.
Key Responsibilities
Client Acquisition: Identify, prospect, and onboard individual clients through networking, referrals, and targeted outreach.
Financial Services: Conduct deep-dive assessments of clients' financial situations, goals, risk tolerance, and life stages to tailor customized financial solutions.
Insurance Solutions: Evaluate client liability and legacy goals to recommend and place appropriate life, disability, and critical illness insurance policies.
Relationship Retention: Conduct regular portfolio reviews with clients to adapt their financial plans to life changes, economic shifts, and evolving goals.
Qualifications
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:
Flexible schedule
Work from home
Discounted Dental, Vision and Health insurance
Best in class coaching, training and mentoring
If you are driven by a passion for helping families thrive, eager to take control of your earning potential, and ready to make a lasting impact on people's lives, we want to hear from you. Apply today to build a rewarding career where your success directly fuels the peace of mind and financial security of the clients you serve!