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17 Forge Sales Manager Jobs Hiring Near You

The Forge Companies

Senior Trust Manager

Brentwood, TN · On-site

... and sales support to Trust Officer, Business Development Officer, Other Forge team members ... managing financial risk; * Execute the terms of any documents in which Advocacy Trust serves as ...

The Forge Companies

Senior Trust Manager

Brentwood, TN · On-site

... and sales support to Trust Officer, Business Development Officer, Other Forge team members ... managing financial risk; * Execute the terms of any documents in which Advocacy Trust serves as ...

The Forge Companies

Trust Officer II

Brentwood, TN · On-site

... managers, and other professionals. * Provide clear and timely communication to clients on trust matters and related services. * Attend meetings with partners and vendors as needed including sales ...

The Forge Companies

Trust Administrator

Brentwood, TN · On-site

... managing correspondence related to account administration. * Assist with tasks related to special assets including real estate purchases, sales, and inspections and ensure proper documentation of ...

The Forge Companies

Trust Officer II

Brentwood, TN

... managers, and other professionals. * Provide clear and timely communication to clients on trust matters and related services. * Attend meetings with partners and vendors as needed including sales ...

The Forge Companies

Trust Officer II

Brentwood, TN · On-site

... managers, and other professionals. * Provide clear and timely communication to clients on trust matters and related services. * Attend meetings with partners and vendors as needed including sales ...

The Forge Companies

Marketing Specialist

Hartwell, GA · On-site

... and sales organization. This role will play a key part in executing day-to-day marketing ... Manage social media tools and platforms used for scheduling, listening and analytics Creative ...

The Forge Companies

Trust Administrator

Brentwood, TN · On-site

... managing correspondence related to account administration. * Assist with tasks related to special assets including real estate purchases, sales, and inspections and ensure proper documentation of ...

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Structured Settlement Sales Consultant

Structured Settlement Sales Consultant

The Forge Companies

Manhattan, NY • On-site, Remote

Full-time

Posted 7 days ago

Job description

Job Description

We are seeking a Structured Settlement Sales Consultant who will build relationships with personal injury attorneys and their staff while ensuring they are well-informed of The Forge Companies' service offerings and confident in referring their injured plaintiff clients for settlement planning and wealth management support. Knowledge of the personal injury field, settlement planning, and wealth management are critical to success in this role. This information must be coupled with excellent relationship building, relationship management, and communication skills through which trust and confidence is quickly built with attorneys and their staff.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Works with leadership to develop a sales plan, goals, strategies, budget, etc.
  • Produces new attorney relationship opportunities and corresponding capture plans that ultimately lead to the successful generation of new and profitable business leads.
  • Provides reporting and tracking of progress of sales leads.
  • Becomes involved in attorney network organizations to generate business opportunities including possibly presenting at conferences.
  • Maintains good communication with the attorney, client, supervisor, and colleagues within the organization to ensure feedback is communicated and appropriately acted on.
  • Serves as customer liaison, listening and understanding the customer issues and problems, providing a solution if possible, and following through on commitments.
  • Researches, identifies, and executes the opportunities in appropriate market.
  • Manages company’s resources and promote overall brand awareness.
  • Maintain accurate client files in the CRM, tracking of relationships, and other databases or files.
  • Other duties as assigned

Desired Knowledge, Skills, and Abilities

  • Bachelor’s degree in business or finance and at least 6 years of experience with financial planning or an equivalent combination of education and experience.
  • Demonstrated ability to drive business sales and profit growth.
  • Advanced analytical skills.
  • Ability to work with cross-functional teams and disciplines to meet client needs.
  • Ability to multi-task and handle large workloads under time constraints.
  • Advanced verbal, written communication, and presentation skills.
  • Ability to be results-oriented with strong process and execution skills.
  • Ability to work independently and reliably
  • Flexible and adaptable in various situations and when interacting with many different personalities
  • Ability to organize and prioritize tasks including delegation of tasks when appropriate
  • Ability to cultivate a network of business contacts and convert these relationships into leads and acquire business.
  • Ability to quickly learn and appropriate use of technical terms for services provided by the company and yet able to communicate in an approachable manner.
  • Ability to be customer oriented, self-disciplined, and results focused.
  • Excellent to advanced skills in MS Office suite.

Role Location

  • Eastern or Central Time Zone
  • Hybrid or Remote
  • Travel up to 50% of the time

Physical Requirements

  • Prolonged periods of sitting at a desk and working on a computer
  • Must be able to lift 15 pounds at times

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