Financial Services Consultant

Infinity Recruitment Solutions•Dallas, TX

1d•Remote

About The Position

The Mathews Agency is seeking a dynamic and client-focused Financial Services Consultant to grow and manage individual client portfolios. In this role, you will act as a trusted financial consultant, helping individuals and families secure and protect their futures through comprehensive financial planning, investment management, and tailored life insurance strategies. The ideal candidate possesses a strong entrepreneurial spirit and exceptional relationship-building skills.

Requirements

Proven experience in sales, telemarketing, or business development.
Strong proficiency with CRM software such as Salesforce Cloud or similar platforms; experience with sales automation tools is a plus.
Excellent communication skills with the ability to articulate concepts clearly and persuasively over the phone.
Demonstrated ability to negotiate effectively, close deals, and manage customer relationships with professionalism and confidence.
Familiarity with sales technology adoption, including outbound calling strategies, and sales automation technologies.
Ability to work independently in a remote setting while maintaining high levels of motivation, work ethic and organization.

Responsibilities

Identify, prospect, and onboard individual clients through networking, referrals, and targeted outreach.
Conduct deep-dive assessments of clients' financial situations, goals, risk tolerance, and life stages to tailor customized financial solutions.
Evaluate client liability and legacy goals to recommend and place appropriate life, disability, and critical illness insurance policies.
Conduct regular portfolio reviews with clients to adapt their financial plans to life changes, economic shifts, and evolving goals.