OUTBOUND SALES CONSULTANT

At Signal, an Outbound Sales Consultant, or “Client Concierge”, is an integral part of our Consumer Division, a team focused on helping client prospects find financial professionals to assist with their retirement planning needs. As a Client Concierge, you are responsible for working leads to help assess their needs and sell them on the value of meeting with a financial professional who can help them get product specific information and create a financial plan for retirement. This position is all about active listening, building rapport, effectively selling the value of the program offering and efficiently working a pipeline of leads.

WHAT YOU’LL GET TO DO

• 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

WHAT WE’RE LOOKING FOR IN TEAM MEMBERS

🗣 Intentional Communicator

Our work is centered around effective communication in a remote environment. We utilize multiple ways to communicate within our team and across the company. You understand and demonstrate excellent communication skills, which includes thoughtfully listening to, distilling, and presenting information that is clear and easily digestible.

🔄 Accountable

Our teams at Signal are small but mighty—we expect team members to work independently, grab the jump ball, and get it past the finish line. Receiving & giving feedback is crucial to accountability. You should be someone that’s comfortable with a culture of continuous feedback.

🌱 Growth Mindset

You believe that there are always opportunities to improve and learn, especially in the face of mistakes, failure, or setbacks. You see potential everywhere, and actively take steps to learn and grow.

🌍 Distributed Work

You are comfortable working in a distributed, asynchronous environment. We recognize that being a fully-remote team comes with its own rewards and challenges, and we are committed to building a robust and continually-evolving remote workplace.

💁 Customer Centric

You’re obsessed with creating an unparalleled customer experience. You lead with compassion, anticipate customer needs and wants, and bring ease and calm to all interactions—knowing every customer interaction is an opportunity to amaze.

MUST HAVES

• Life and Health insurance licensed, required
• Prior experience as a sales development rep with a track record of achieving sales quotas

WHAT WE VALUE @ SIGNAL

🌔 We’re obsessed with finding a better way. Never settle for less.

💯 We own it. Taking things from 0 to 1, and then from 1 to 100.

🪄 We amaze every client, every time. A great company is built one client at a time.

🏃 We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.

👀 We raise our level of awareness. Everything starts with awareness. We’re curious and alert to what is happening around us.

🏈 We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.

🧭 We do the right thing. Sticking to the highest standard of integrity is not optional.

💪 We have strong opinions, loosely held. It’s not about WHO is right, it’s about WHAT is right.

❓ Simplicity is Genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple.

COMPENSATION & BENEFITS

The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.

In addition to salary, our team members benefits include:

• Medical, vision, and dental coverage
• FSA or HSA-eligible health plans
• 3% 401k company contribution with no vesting period
• Parental leave: 16 weeks for birthing parents & 10 weeks for non-birthing parents
• Learning & Development stipend
• Wellness Programs
• Unlimited vacation with 3 week minimum
• 10 company-wide holidays
• $500 for your home office setup
• Remote-first company with no in-person requirement
• Annual all-company retreat
• Competitive equity package based on on role and level