Support PDF,DOC,DOCX,TXT,XLS,WPD,HTM,HTML fils up to 5MB
Organization TypeLaw Firm
Years of Experience
Date Last Verified
ProfileSales Consultant/Business Development Associate Duties: Generate new business revenue in our target markets throughout New England. Participate in the development of a business plan to identify annual sales objectives. Establish both overall market and specific prospect strategies. Learn all areas of our business to be able to uncover opportunities across areas. Develop and execute on sales strategies to generate new business. Ensure the highest levels of customer satisfaction. Leverage full wholistic financial services approach to increase client base and cross sell.
Qualification and Experience
Requirements: A four-year college degree is preferred and relevant professional FINRA securities and Massachusetts life and health licenses are a plus. MBA, JD Degree, CFP, CPA, ChFC a plus. MA Life and Health license will be required to be completed within first 3 months of hire or be already licensed. Experience in communicating both written and orally with clients. Results-driven self-starter willing to take ownership of the job and willing to work hard to achieve success. Strong values, integrity and strong work ethic Team player. Excellent interpersonal skills and face-to-face relationship building abilities, along with a high degree of self-confidence. Strong track record in generating sales and a broad background in some or all of the following: group benefits; life insurance and retirement products; general investments matters; applicable tax and estate planning issues. Proven and demonstrated experience in developing and deploying strategies to maintain client relationships and increase sales, along with proven prospecting and closing skills.
Send a cover letter and resume.