Enterprise Management Solutions, Inc. · 2 months ago
Financial Services Sales Consultant
United States
Full-time
Remote
Entry, Mid Level
$410/hr - $410/hr
2+ years expEnterprise Management Solutions, LLC. provides business infrastructure and sales enablement for companies in various industries. They are seeking a Financial Services Sales Consultant to connect prospective clients with financial solutions, focusing on converting leads into active accounts through effective communication and a consultative approach.
Management Consulting
No H1B
Responsibilities
Engage with inbound and outbound leads to introduce financial service offerings and generate interest
Conduct client consultations to understand financial needs, eligibility, and service fit
Present solutions clearly and persuasively, ensuring transparency in costs, terms, and processes
Build trust and rapport with potential clients through consultative communication and professionalism
Guide clients through the agreement process to ensure a seamless and compliant close
Maintain consistent follow-up to maximize conversions and strengthen long-term client relationships
Collaborate with internal teams to ensure timely and accurate onboarding of new clients
Track all activities, leads, and client interactions accurately in CRM systems
Stay current on relevant financial regulations, service offerings, and market trends
Provide feedback to leadership on client concerns, objections, and areas for process improvement
Qualification
Required
Bachelor's degree in Finance, Business Administration, Economics, or a related field preferred
2+ years of experience in financial services sales, business development, or teleconsulting
Proven track record of exceeding sales targets in a performance-based role
Strong communication and negotiation skills with a client-centric mindset
Excellent attention to detail, time management, and follow-up discipline
High integrity, professionalism, and ability to explain complex information in simple terms
Proficiency in Microsoft Office Suite, CRM platforms (GHL), and online communication tools
Self-motivated, goal-oriented, and capable of working with minimal supervision
Preferred
Experience working with U.S.-based clients is a plus
Benefits
Ineligible
Company
Enterprise Management Solutions, Inc.
At Enterprises Management Solutions, we specialize in providing comprehensive captive corporate management services designed to optimize operations, maximize efficiency, and drive long-term success for businesses of all sizes.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase