Internal Sales Consultant jobs in United States
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Financial Independence Group · 1 month ago

Internal Sales Consultant

positionCornelius, NC
timeFull-time
remoteHybrid
seniorityMid Level

Financial Independence Group (FIG) is one of the nation’s largest Finance and Insurance Marketing Organizations, providing products and services to financial professionals. The Care Planning Internal Sales Consultant plays a vital role in expanding awareness and adoption of FIG’s Care Planning Solutions, focusing on identifying new opportunities and helping financial professionals integrate Care Planning strategies into their business.

AdviceBusiness DevelopmentFinanceFinancial ServicesInsuranceLife InsuranceMarketingPersonal Branding

Responsibilities

Partner weekly with each Private Client Group (SVP) to identify newly onboarded FIG advisors
Coordinate introductions and schedule meetings between advisors and the Care Planning SVP or VP via Zoom, phone, or in-person sessions
Educate financial professionals on FIG’s Care Planning offerings, tools, and strategies
Review existing annuity and life business to identify cases that could benefit from Care Planning solutions
Proactively review life insurance declines to present alternative options for clients seeking Care Planning benefits
Track outreach activities, meetings, and opportunities in the CRM to ensure consistent follow-up and reporting
Collaborate closely with the Care Planning and private client hubs to execute outreach initiatives and drive measurable engagement

Qualification

Sales experienceRelationship managementFinancial product knowledgeCommunication skillsTeam-oriented mindsetHigh motivationOrganizational skills

Required

Proven success in sales, outreach, or relationship management roles
Understanding of financial products; familiarity with long-term care or hybrid life/annuity solutions
Excellent communication and interpersonal skills
High motivation, organization, and accountability to daily and weekly activity goals
Team-oriented mindset and willingness to collaborate across departments
Passion for connecting people, identifying opportunities, and helping advisors grow their practices

Preferred

Bachelor's degree in Business, Finance, Marketing, or a related field

Benefits

Health, dental, and vision coverage
401(k)
Generous PTO

Company

Financial Independence Group

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Welcome to Financial Independence Group, or FIG Marketing.
dateFounded in 1976
location
Cornelius, North Carolina, USA
people-size201-500 employees
web-link
https://www.figmarketing.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Mike Mullan
Co-Chief Executive Officer
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Arron Price
Chief Operating Officer
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Recent News

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Financial Independence Group Commits to Multi-Year Partnership with FinServ Foundation to Advance NextGen Talent in Financial Services
2025-09-12
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2024-11-22
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