At a glance
- Workplace
- Onsite
- Location
- Wayne
About the role
- This is a high-visibility entry point into a long-term sales career within financial services.
- As a Sales Consultant, you will support financial advisors and brokers by responding to inbound inquiries and delivering clear, accurate guidance on retirement product offerings.
Responsibilities
- Serve as a primary point of contact for inbound broker and advisor inquiries
- Provide sales support on product features, benefits, and competitive positioning of retirement solutions
- Create and deliver customized, web-based hypothetical illustrations tailored to client scenarios
- Ensure advisors have accurate, compliant, and up-to-date marketing and sales materials
- Document all client interactions in Salesforce to support pipeline tracking and analytics
- Act as a liaison between the home office and field wholesalers to ensure seamless execution
- Collaborate closely with internal teams to support sales initiatives and process improvements
- Assist with onboarding and knowledge-sharing for new team members as you progress in the role
Requirements
- Strong verbal and written communication skills
- Analytical mindset with the ability to understand and respond to advisor needs
- Bachelor's degree
- Genuine interest in financial services, capital markets, and retirement planning
- High level of initiative, work ethic, and accountability
- Ability to thrive in a fast-paced, team-oriented environment
- Willingness and ability to quickly learn products, systems, and workflows
- Must successfully obtain SIE, Life and Health, Series 63 and Series 7 licenses in the first 120 days of employment
Benefits
- Discretionary bonus based on individual and team performance
Workplace
- LI-Onsite
Skills
- Salesforce
