Consulting Sales Advisor

Job overview

The Consulting Sales Advisor role is fully remote. Compensation is not specified. Cattail Consulting offers risk management, nurse consulting, claims and data processing, and HR consulting services to help clients manage risk, costs, compliance, and workplace health. The advisor develops consulting business, identifies client needs, presents bundled solutions, and coordinates with consulting teams to support client goals. The role also manages client relationships and supports smooth transitions from sales to service delivery.

What you'll do

• Develop and execute a consulting sales plan
• identify and pursue opportunities
• present bundled consulting solutions
• deliver client presentations
• negotiate scope, pricing, and renewals with leadership
• coordinate with consulting and insurance teams
• support onboarding and handoffs
• maintain client documentation
• travel to client locations for meetings, assessments, and presentations.

What we're looking for

Skills & competencies

consulting sales advisor

remote

lee agency

cattail consulting

risk management

nurse consulting

hr consulting

claims processing

client relationships

business development

frequent travel

health insurance

401(k)

paid time off

Work arrangement

• Weekend coverage required

Benefits & perks

• Employer-matching retirement plan
• up to four weeks of PTO in the first year
• paid time off for volunteering and ministry
• health, dental, vision, and short-term disability insurance
• eight paid holidays
• quarterly employee and family events.

Why this role

Frequent travel to client locations and occasional overnight travel are stated requirements.

About the employer

Lee Agency Inc is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.