Proposition Sales Specialist - Wealth

LSEG; Allen (TX); On-site; USD 87,000 - 145,000; Full time

Benefits offered by this job

Annual Wellness Allowance

Paid time-off

401(K) Savings Plan with Company match

Medical, Dental, Vision coverage

Job summary

LSEG is seeking an Associate Proposition Sales Specialist in Allen, Texas, to focus on driving sales for Wealth Management. You will lead sales efforts, close deals, and engage with both existing and new customers within a defined territory.

The ideal candidate will have strong Wealth Management expertise, excellent selling skills, and interpersonal abilities. The role offers a competitive salary range of $87,000 to $145,000, along with a comprehensive benefits package including medical, dental, and retirement plans.

Qualifications

• 1 to 2 years of industry, sales or market experience.
• Proven track record in a quota bearing sales environment.
• Strong understanding of financial markets and business model workflows.

Responsibilities

• Structure, negotiate, and close sales deals.
• Identify pipeline opportunities proactively.
• Develop and execute a sales strategy for the territory.
• Deliver customer demonstrations on Wealth Solutions.

Skills

Wealth Management understanding

Selling skills

Presentation skills

Interpersonal skills

Sales plan execution

Industry experience

Job description

Overview

As a subject matter expert to pre-sales and pursuit activities, the Associate Proposition Sales Specialist role will focus on all sales (new, cross-sells, up-sells) for our Wealth Management business in a given territory driving opportunities within both existing and new customers. You will lead on deals aligned to specific products and customer types as well as serve accounts within a defined territory. The role works in close partnership with internal stakeholders as well as Senior Regional Proposition Sellers to proactively drive gross sales and revenue.

Responsibilities

• Structure, negotiate and close deals
• Proactively identify pipeline opportunities
• Develop a sales strategy for their territory
• Deliver customer demonstrations on our suite of Wealth Solutions

Qualifications And Experience Required

• Strong Wealth Management understanding including a) expert understanding of financial markets b) strong understanding of customers\' business model workflow
• World class selling skills (identify, develop, & articulate proposition/ consultative selling)
• Creative thinker and good sales ideation skills
• Exceptional Presentation skills (verbal & written)
• Strong interpersonal skills
• Ability to organize and execute a sales plan
• 1 to 2 years of industry, sales or market experience
• Proven track record in a quota bearing sales environment

Compensation/Benefits Information: The anticipated base salary for this position is $87,000 - $145,000. Please be aware base salary ranges may vary by geographic location, city and state. In addition to our offered base salary, this role is eligible for our Variable Incentive Compensation plan. Target variable compensation will be commensurate with the posted career stage. Individual salary will be reflective of job related knowledge, skills and equivalent experience. LSEG roles (excluding internships and part-time roles of less than 20 hours per week) are typically eligible for inclusion in our LSEG Benefits program, which includes offerings of: Annual Wellness Allowance, Paid time-off, Medical, Dental, Vision, Flex Spending & Health Savings Options, Prescription Drug plan, 401(K) Savings Plan and Company match. LSEG’s Benefits plan also includes basic life insurance, disability benefits, emergency backup dependent care, adoption assistance commuter assistance etc.

LSEG Information

Join us and be part of a team that values innovation, quality, and continuous improvement. If you\'re ready to take your career to the next level and make a significant impact, we\'d love to hear from you. LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and guide our decision making and everyday actions. Working with us means you will be part of a dynamic organisation of 25,000 people across 65 countries. We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law.

As a global organisation spanning 70 countries, LSEG is committed to supporting emotional, physical, financial and societal wellbeing. We offer colleagues a range of support, including healthcare and retirement planning, paid volunteering days and consumer discounts. LSEG also offers a privacy notice describing how personal information may be used and your rights as a data subject. If you are submitting as a Recruitment Agency Partner, ensure that candidates applying to LSEG are aware of this privacy notice.