Outbound Sales Consultant jobs in United States
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Signal Advisors · 1 week ago

Outbound Sales Consultant

positionTucson, AZ
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
date2+ years exp

Signal Advisors is on a mission to solve the retirement crisis by reimagining the financial advisory industry. As an Outbound Sales Consultant, you will work with leads to assess their needs and promote the value of meeting with financial professionals for retirement planning.

Financial ServicesInsuranceLife Insurance

Responsibilities

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

Qualification

LifeHealth insurance licensedSales development experienceSalesforce proficiencyIndependent financial distribution experienceCustomer centricAccountabilityCommunication skillsWork independentlyGrowth mindset

Required

Life and Health insurance licensed, required
Prior experience as a sales development rep with a track record of achieving sales quotas
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 trusting relationships
Enjoy working in a fast-paced environment
Strong verbal and written communication skills
Ability to work independently and manage one's own workload

Preferred

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

Benefits

Medical, vision, and dental coverage
FSA or HSA-eligible health plans
3% 401(k) company contribution with no vesting period
Parental leave
Learning & Development stipend
Wellness programs
Flexible PTO Policy
10 company-wide holidays
$500 for your home office setup
Remote friendly company
Annual all-company retreat
Competitive equity package based on on role and level

Company

Signal Advisors

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Signal Advisors is an evolution in annuity and life insurance distribution company.
dateFounded in 2020
location
Detroit, Michigan, USA
people-size51-200 employees
web-link
https://signaladvisors.com/

Funding

Current Stage
Growth Stage
Total Funding
$16M
Key Investors
General Catalyst
2021-10-28Series B
2020-12-01Series A· $10M
2020-07-01Seed· $6M

Leadership Team

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Patrick Kelly
Co-Founder and CEO
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Recent News

DBusiness Magazine
EY Announces Entrepreneur of the Year 2025 Michigan and Northwest Ohio Awards
2025-06-21
PR Newswire
Signal Advisors to Offer Annexus Product Suite
2022-03-11
Company data provided by crunchbase