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Open nowPosted 33 hours ago

Remote Financial Sales Consultant

Infinity Recruitment Solutions2 open roles

Where
Fresno, California, United States, Remote
Work mode
Remote
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Your applicationOpen nowRemote Financial Sales ConsultantInfinity Recruitment Solutions · Fresno, California, United States, Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Infinity Recruitment Solutions's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

8.1% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.7%1 day
  2. 3.6%3 days
  3. 8.1%7 days
  4. 15.1%14 days
  5. 34.0%30 days
This job: posted 33 hours ago

The posting

The Mathews Agency is seeking a dynamic and client-focused Financial Sales Consultant to grow and manage individual client portfolios. In this role, you will act as a trusted 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 insurance and 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!

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    The review screen in CV Rocket: how each CV was read, round by round.

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