Account Executive – Fi360 - Direct to Advisors Sales (Remote)

Broadridge; Coppell (TX); Remote; USD 80,000 - 100,000; Full time

Job summary

An established industry player in financial technology is seeking a motivated sales professional to join their remote team. This role offers the chance to work with leading wealth and retirement organizations while developing your career in technology solution-based selling. You will manage the sales pipeline, generate new leads, and collaborate with colleagues to share strategies. The supportive and inclusive environment values diverse perspectives, making it an ideal place for personal and professional growth. If you're ready to take your sales career to the next level, this opportunity is perfect for you.

Benefits

Commission and bonus eligibility

Supportive and inclusive work environment

Opportunity for career development

Limited travel for team collaboration

Qualifications

• Sales experience focused on technology solution-based selling is essential.
• Strong communication and relationship-building skills are key.

Responsibilities

• Manage the sales pipeline and track activities in a CRM.
• Generate and qualify new leads through various channels.

Skills

Sales background

Communication skills

Relationship-building skills

Ability to manage high call volumes

CRM experience

Office 365 skills

Education

Bachelor's degree preferred

Tools

CRM software

Digital tools

Job description

Employer Industry: Financial Technology Solutions

Why consider this job opportunity:

1. Salary up to $27.00 hourly
2. Commission and bonus eligibility
3. Work remotely with limited travel for team collaboration and industry conferences
4. Opportunity to work with leading wealth and retirement organizations
5. Supportive and inclusive work environment that values diverse perspectives
6. Chance to develop a career in technology solution-based selling

What to Expect (Job Responsibilities):

1. Manage the sales pipeline and track all prospecting and sales activities in a CRM
2. Generate and qualify new leads through various channels including phone, email, and social media
3. Develop and implement creative outbound sales strategies to fuel growth
4. Engage with new prospects and existing clients to understand their needs and provide tailored solutions
5. Collaborate with colleagues to share selling strategies and marketing information

What is Required (Qualifications):

1. Sales background with a focus on technology solution-based selling
2. Strong communication and relationship-building skills
3. Ability to manage high call volumes and meet pipeline development goals
4. Experience with CRM and process management
5. Functional/technical skills in Office 365

How to Stand Out (Preferred Qualifications):

1. Bachelor's degree preferred
2. Entrepreneurial initiative and a strong work ethic
3. Experience with digital tools
4. Ability to overcome objections and navigate gatekeepers
5. Experience working independently and in a team environment