Job Description
The Settlement Consultant builds relationships with personal injury attorneys and their staff, ensuring they are well-informed of The Forge Companies' service offerings and confident in referring their injured plaintiff clients for settlement planning and wealth management support. Knowledge of the personal injury field, settlement planning, and wealth management are critical to success in this role. This information must be coupled with excellent relationship building, relationship management, and communication skills through which trust and confidence is quickly built with attorneys and their staff.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Works with leadership to develop a sales plan, goals, strategies, budget, etc.
- Produces new attorney relationship opportunities and corresponding capture plans that ultimately lead to the successful generation of new and profitable business leads.
- Provides reporting and tracking of progress of sales leads.
- Becomes involved in attorney network organizations to generate business opportunities including possibly presenting at conferences.
- Maintains good communication with the attorney, client, supervisor, and colleagues within the organization to ensure feedback is communicated and appropriately acted on.
- Serves as customer liaison, listening and understanding the customer issues and problems, providing a solution if possible, and following through on commitments.
- Researches, identifies, and executes the opportunities in appropriate market.
- Manages company’s resources and promote overall brand awareness.
- Maintain accurate client files in the CRM, tracking of relationships, and other databases or files.
- Other duties as assigned
Desired Knowledge, Skills, and Abilities
- Bachelor’s degree in business or finance and at least 6 years of experience with financial planning or an equivalent combination of education and experience.
- Demonstrated ability to drive business sales and profit growth.
- Advanced analytical skills.
- Ability to work with cross-functional teams and disciplines to meet client needs.
- Ability to multi-task and handle large workloads under time constraints.
- Advanced verbal, written communication, and presentation skills.
- Ability to be results-oriented with strong process and execution skills.
- Ability to work independently and reliably
- Flexible and adaptable in various situations and when interacting with many different personalities
- Ability to organize and prioritize tasks including delegation of tasks when appropriate
- Ability to cultivate a network of business contacts and convert these relationships into leads and acquire business.
- Ability to quickly learn and appropriate use of technical terms for services provided by the company and yet able to communicate in an approachable manner.
- Ability to be customer oriented, self-disciplined, and results focused.
- Excellent to advanced skills in MS Office suite.
Role Location
- Eastern or Central Time Zone
- Hybrid schedule or remote
- Travel up to 50% of the time
Physical Requirements
- Prolonged periods of sitting at a desk and working on a computer
- Must be able to lift 15 pounds at times
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