Overview

Join a Fortune 100 level financial services leader through an exclusive search to fill the Financial Sales Consultant role in Portland, Oregon. The organization focuses on helping individuals and businesses build stronger financial futures by delivering trustworthy guidance and innovative solutions, all within an inclusive workplace where every team member can thrive.

What You'll Do

Sales Management: Allocate time effectively between prospecting for new clients and nurturing existing relationships to maximize acquisition and retention.
Relationship Portfolio Oversight: Maintain a diverse portfolio of client relationships with consistent communication and exemplary service delivery.
Revenue Generation: Drive new sales while identifying expansion opportunities within your current client base.
Client Needs Assessment: Conduct comprehensive financial reviews to understand evolving client needs and recommend appropriate solutions.
Strategic Account Planning: Develop and execute account strategies that strengthen relationships and uncover growth opportunities.
Client Advocacy: Act as the primary advocate for clients, ensuring their needs are met across all service touchpoints.
Sales Process Management: Guide the full sales cycle from prospecting through closing and onboarding.
Market Engagement: Represent the company at networking events and industry functions to expand your professional network.

What You'll Bring

Sales Experience: 3-5 years combining sales and relationship management experience.
Sales Success: A track record of meeting or exceeding goals while maintaining high client satisfaction.
Strategic Mindset: Ability to think strategically about both immediate opportunities and long-term relationship development.
Organizational Skills: Strong project management abilities to juggle multiple clients, prospects, and initiatives simultaneously.
Technology Proficiency: Experience with CRM systems and relationship management tools is helpful.
Education: Bachelor's degree or equivalent experience in business or sales.

Why You'll Love Working Here

Hybrid Work Model: Flexible environment that blends remote productivity with in-person client interactions.
Relationship-Driven Culture: An organization that truly values long-term client partnerships.
Professional Growth: Opportunities to advance into relationship management or sales leadership roles.
Support System: Ongoing coaching, training programs, and professional development resources.
Comprehensive Training and Development: Local resources and an onboarding specialist to ensure a smooth transition.

Compensation & Benefits

This role offers a competitive total compensation package of $100,000 to $130,000 in the first year, including commission plus performance incentives for both sales achievement and client retention.

Comprehensive Benefits Package: medical, dental, and vision coverage.
401(k) retirement plan with company matching.
Traditional pension plan.
Professional development opportunities.

Job Details

Job Type: Full-time
Projected Total Compensation: $100,000.00 - $130,000.00 per year
Location: Portland, OR 97223
Job ID: IND456

Application

Apply now to join a team where relationship building and sales success go hand in hand. Create lasting client partnerships while driving meaningful business growth with a financial services leader committed to both client success and your professional development.

Sales Consultant

Job Description