FINANCIAL SALES CONSULTANT SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Apr 4, 2025 - The Financial Sales Consultant should have experience in finance and sales, with a solid understanding of financial analysis, including Profit and Loss, Income Statements, Balance Sheets, and Cash Flow. This role requires the ability to analyze and explain the financial and tax impact of business decisions to both finance and non-finance stakeholders while providing cost-effective recommendations. The consultant must possess strong communication skills, both verbal and written, and have the ability to work independently, collaborate effectively within a team, and maintain professional relationships across all levels of the organization.

Essential Hard and Soft Skills for a Financial Sales Consultant Resume
  • Industry Knowledge
  • Data Management
  • Marketing Programs
  • Revenue Growth
  • Lead Conversion
  • KPI Targets
  • Product Knowledge
  • Business Generation
  • Retirement Guidance
  • Investment Solutions
  • Performance Accountability
  • Sales Activities
  • Outbound Calling
  • Recruiting Advisors
  • Client Support
  • Rapport Building
  • Relationship Sourcing
  • Team Collaboration
  • Service Assistance
  • Customer Education

Summary of Financial Sales Consultant Knowledge and Qualifications on Resume

1. BA in Financial Planning with 9 years of Experience

  • Professional post-qualification experience
  • Good influencing skills and strong Business Acumen
  • Excellent verbal and written communication
  • Ability to work under own initiative, but as part of a team
  • Ability to form alliances across boundaries and maintain relationships with different functions across the bid process
  • Strong project management skills and leadership capabilities
  • Prior experience in finance project-type roles
  • Ability to cope with high peak workloads, short deadlines, and pressure
  • Flexible working - “Virtual First” with some requirement to travel, depending on the engagement
  • Demonstrated decision-making, problem-solving, and analytical skills
  • Highly developed software capability (Excel, PowerPoint)

2. BA in Investment Analysis with 5 years of Experience

  • Experience in sales and previous experience with inbound sales
  • Motivated self-starter with the ability to learn new information quickly and independently
  • Demonstrated customer service, relationship management and sales skills
  • Effective communication skills and comfortable interacting with others
  • Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions
  • Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)
  • Ability to quickly learn new systems and prior experience with Salesforce 
  • Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
  • A growth mindset to meet the company and team sales goals
  • Ability to advance career and be promoted to a Senior Retirement Consultant
  • Pays attention to detail and high levels of accuracy

3. BA in Management with 8 years of Experience

  • Flexibility to operate and self-driven to excel in a fast-paced environment
  • Highly organized with excellent time management skills
  • Detail-oriented with excellent follow-up practices
  • Excellent influencing, persuading, and negotiating skills
  • Ability to guide, engage, and impart knowledge to others
  • In-depth knowledge of finance and financial concepts
  • Strong entrepreneurial mindset and attention to detail
  • Demonstrated financial and mathematical competence with a strong understanding of key accounting concepts - revenue, variable expense and depreciation/interest 
  • Advanced level knowledge in MS Excel such as working with formulas, data tables, pivot charts, queries, custom functions, data management and analysis
  • Advanced level knowledge in MS PowerPoint such as inserting charts, graphs and tables, customizing slide shows with hyperlinks, drawing and working with objects, speaker notes, meeting notes, and advanced presentation features
  • Good knowledge of pricing, financial analysis, and risk assessment

4. BA in Business Management with 3 years of Experience

  • Good knowledge of State securities (S63 or S66), state IAR (S65 or S66)
  • Strong knowledge of financial planning principles and processes
  • Deep understanding of knowledge of advisor practice management processes and systems
  • Ability to influence advisor and field leader behavior
  • Strong communication, coaching, training, and general presentation skills
  • Ability to coach advisors on the compliant application of financial planning tools as an integral part of an advice-based practice
  • Ability to collaborate, develop, and maintain relationships and influence field sales leaders and advisors to drive results
  • Able to be flexible in work set-up and pay close attention to detail
  • Strong organizational skills and extensive knowledge of GAAP 
  • Strong product knowledge and meeting sales goals
  • Working experience in contract negotiation 

5. BA in Accounting and Finance with 5 years of Experience

  • Must be fluent in English and Spanish
  • Strong organizational skills and time management
  • Experience in inside sales or customer service
  • Previous experience with retirement product sales
  • Prior experience in a phone-based sales environment
  • Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)
  • Ability to quickly learn new systems and prior experience with Salesforce
  • Good understanding of IRAs, retirement investment products or services and the qualified retirement plan environment
  • Ability to work under tight timelines and manage multiple competing priorities while delivering sound results
  • Ability to multitask, possessing strong analytical, interpersonal, and decision-making skills

6. BA in Insurance and Risk Management with 8 years of Experience

  • Experience in Finance and Sales 
  • Experience working in a dynamic financial consulting or analysis environment
  • Excellent analytical skills and methodical problem-solving skills
  • Solid understanding and ability to analyze Profit and Loss (P&L), Income Statements, Balance sheets, and Cash Flow analysis
  • Strong knowledge of and ability to explain the financial/accounting/tax impact of business decisions to both finance and non-finance buyers
  • Solid ability to effectively articulate the financial elements of Ryder’s cost of ownership analysis to provide sound, profitable, and cost-effective recommendations
  • Strong verbal, presentation, and written communication skills
  • Present information and ideas clearly and understandably
  • Ability to work independently and as a member of a team
  • Ability to create and maintain professional relationships within all levels of the organization
  • Deep understanding of the IT outsourcing industry knowledge
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