Sales Consultant

About the Role

This is a high-visibility entry point into a long-term sales career within financial services. As a Sales Consultant, you’ll be on the front line supporting financial advisors and brokers, responding to inbound inquiries and delivering clear, accurate guidance on our retirement product offerings. This role is designed as the first step in a clearly defined sales career track. High performers who demonstrate product mastery, strong advisor engagement, and consistent execution will have the opportunity to progress through a defined path. You’ll develop deep product knowledge, sharpen your client-facing skills, and gain hands-on exposure to the sales lifecycle—all while completing a structured training and licensing program designed to accelerate your professional growth. This role is well-suited for recent graduates or early-career professionals who are competitive, coachable, and serious about building a career in sales.

Key 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 & Tech Stack

• Strong verbal and written communication skills—you can explain complex concepts clearly
• Analytical mindset with the ability to understand and respond to advisor needs
• Salesforce
• SIE, Life and Health, Series 63 and Series 7 licenses (must be successfully obtained within the first 120 days of employment)

Qualifications

• 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

Salary Range: $58,000 (base annual salary)

Employees may be eligible for a discretionary bonus.