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

Broadridge; Pittsburgh (Allegheny County); Hybrid; USD 80,000 - 100,000; Full time

Job summary

An established industry player in financial services is seeking a dynamic sales professional to join their team. This exciting role offers the opportunity to manage a sales pipeline, generate leads, and collaborate with colleagues to develop effective sales strategies. With a supportive work environment and the flexibility of remote work, you will have the chance to work with leading wealth and retirement organizations. If you are passionate about technology solution-based selling and eager to grow your career, this position is perfect for you!

Benefits

Commission and bonus eligibility

Opportunity for career advancement

Supportive work environment

Flexibility of remote work

Qualifications

• Sales experience with a focus on technology solutions is essential.
• Strong communication and relationship-building skills are crucial.

Responsibilities

• Manage the sales pipeline and track activities in a CRM.
• Generate new leads through various channels, including social media.

Skills

Sales background

Strong communication skills

Relationship-building skills

Ability to deliver high call volumes

Education

Bachelor’s degree

Tools

CRM

Office 365

Job description

Employer Industry: Financial Services

Why consider this job opportunity:

1. Salary up to $27.00 per hour
2. Commission and bonus eligibility
3. Opportunity for career advancement and growth within the organization
4. Supportive and collaborative work environment
5. Flexibility of remote work with limited travel
6. Chance to work with leading wealth and retirement organizations

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 phone, email, and social media
3. Develop and implement creative outbound sales strategies to fuel growth
4. Contact new prospects and existing clients to discuss their needs and explain relevant products and services
5. Collaborate with colleagues to exchange information on selling strategies and marketing insights

What is Required (Qualifications):

1. Sales background with a passion for technology solution-based selling
2. Bachelor’s degree preferred
3. Ability to deliver high call volumes in pursuit of pipeline development goals
4. Strong communication and relationship-building skills
5. Experience with digital tools and process management, including CRM

How to Stand Out (Preferred Qualifications):

1. Entrepreneurial initiative motivated by building new customers and expanding existing relationships
2. Ability to overcome objections and bypass gatekeepers
3. Functional/technical skills in Office 365
4. Experience working independently as well as in a team environment
5. Exceptional verbal and written communication skills

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.