Proposition Sales Specialist - Wealth

LSEG; San Francisco (CA); On-site; USD 87,000 - 145,000; Full time

Benefits offered by this job

401(K) with company match

Wellness allowance

Paid time-off

Job summary

LSEG is seeking a Senior Associate in Wealth Solutions to structure and close deals, develop a territory sales strategy and proactively identify pipeline opportunities. You will deliver compelling demonstrations of Wealth Solutions to customers, building a robust pipeline and contributing to revenue growth.

The role emphasizes consultative selling, strong presentation and interpersonal skills, and a track record in quota-bearing environments.

Qualifications

• Strong wealth management understanding including expert understanding of financial markets and customers' business model workflow.
• World-class selling skills: identify, develop, and articulate proposition and consultative selling.
• Creative thinker with strong sales ideation.
• Exceptional presentation skills (verbal & written).
• Strong interpersonal skills and ability to organize and execute a sales plan.
• 1–2 years of industry, sales or market experience.
• Proven track record in a quota-bearing sales environment.

Responsibilities

• Structure, negotiate and close deals.
• Proactively identify pipeline opportunities.
• Develop a sales strategy for the territory.
• Deliver customer demonstrations of Wealth Solutions.

Skills

Wealth management

Consultative selling

Creative thinking

Presentation skills

Interpersonal skills

Sales planning

Quota-bearing sales

Industry experience

Job description

Role Responsibilities

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

Qualifications and Experience Required

• Strong Wealth Management understanding including: expert understanding of financial markets and 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

Career Stage

Senior Associate

Compensation and Benefits Information

Base salary: $87,000 - $145,000 (may vary by geographic location, city, and state). Eligible for a variable incentive compensation plan. Individual salary will reflect job-related knowledge, skills, and experience.

Benefits include: Annual Wellness Allowance, Paid time-off, Medical, Dental, Vision, Flex Spending & Health Savings Options, Prescription Drug plan, 401(K) Savings Plan with company match, basic life insurance, disability benefits, emergency backup dependent care, adoption assistance, commuter assistance, and more.

Equal Employment Opportunity & Accommodations

LSEG is committed to supporting emotional, physical, financial, and societal well-being. We provide a range of support from healthcare and retirement planning to paid volunteering days and consumer discounts.

We also make reasonable accommodations for applicants and employees with disabilities. If an accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your recruiter know, so we can ensure you perform at your best.

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. We comply with applicable laws and can accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.