Outbound Sales Consultant

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 100 team members dispersed across the country. We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions. Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal! OUTBOUND SALES CONSULTANT At Signal, an Outbound Sales Consultant, or “Client Concierge”, is an integral part of our Consumer Division, a team focused on helping client prospects find financial professionals to assist with their retirement planning needs. As a Client Concierge, you are responsible for working leads to help assess their needs and sell them on the value of meeting with a financial professional who can help them get product specific information and create a financial plan for retirement. This position is all about active listening, building rapport, effectively selling the value of the program offering and efficiently working a pipeline of leads. WHAT YOU’LL GET TO DO Take each lead through our established sales process from beginning to end, tailoring the offering to best fit the needs of the prospective client Utilize Salesforce to cold call and email to new sales opportunities Update Salesforce with relevant information in discovery and update status throughout the sales process, including thorough and complete note taking Reach out to leads captured and nurtured by the Marketing Team to book meetings with independent financial professionals Provide feedback to the Marketing Team regarding quality of marketing-sourced leads WHAT WE’RE LOOKING FOR IN TEAM MEMBERS 🗣 Intentional Communicator Our work is centered around effective communication in a remote environment. We utilize multiple ways to communicate within our team and across the company. You understand and demonstrate excellent communication skills, which includes thoughtfully listening to, distilling, and presenting information that is clear and easily digestible. 🔄 Accountable Our teams at Signal are small but mighty—we expect team members to work independently, grab the jump ball, and get it past the finish line. Receiving & giving feedback is crucial to accountability. You should be someone that’s comfortable with a culture of continuous feedback. 🌱 Growth Mindset You believe that there are always opportunities to improve and learn, especially in the face of mistakes, failure, or setbacks. You see potential everywhere, and actively take steps to learn and grow. 🌍 Distributed Work You are comfortable working in a distributed, asynchronous environment. We recognize that being a fully-remote team comes with its own rewards and challenges, and we are committed to building a robust and continually-evolving remote workplace. 💁 Customer Centric You’re obsessed with creating an unparalleled customer experience. You lead with compassion, anticipate customer needs and wants, and bring ease and calm to all interactions—knowing every customer interaction is an opportunity to amaze. MUST HAVES Life and Health insurance licensed, required Prior experience as a sales development rep with a track record of achieving sales quotas Two or more years of industry experience working in the independent financial distribution space, preferred Bachelor’s degree or an equivalent combination of education, preferred Able to think strategically and tactically; able to maintain a positive attitude in the face of criticism, rejection, or failure High integrity and ability to establish trus...