Remote Sales Director (Financial Services)

INDI Staffing Services

New York (NY)

On-site

USD 100,000 - 130,000

Full time

14 days+

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Benefits offered by this job

Flexible Schedule
PTO for work-life balance
Complete Healthcare coverage
Life Insurance and 401K Plan
Career Growth opportunities

Job summary

A leading staffing agency in New York is seeking a Sales Director with a financial services background. This mid-senior level role involves building relationships with clients, managing sales activities, and delivering presentations tailored to client needs. Ideal candidates will have over 5 years of relevant industry experience and a strong track record in business development and closing enterprise accounts.

Qualifications

  • 5+ years of relevant experience in Finance, Banking, or Financial Services.
  • Strong experience in business development and client advisory.
  • Proven success in sourcing and closing enterprise accounts.

Responsibilities

  • Build strong, lasting relationships with clients in Financial Services.
  • Manage lead generation and sales activities to meet targets.
  • Present tailored value propositions to senior executives.

Skills

Business Development
Relationship Management
Presentation Skills
Sales Success
Strategic Approach

Job description

Overview

The Sales Director (Financial Services Background) position focuses on sourcing, nurturing, and closing new clients primarily from your network and industry. This hunter role emphasizes building strong relationships with midsize to enterprise-level clients, with primary focus on Financial Services including Banking, Insurance, Fintech, and Investment Management.

Responsibilities
  • Hunting: Building strong, long-lasting relationships with midsize to enterprise-level clients, with a remit across industries and a primary focus on Financial Services (Banking, Insurance, Fintech, and Investment Management).
  • Originating and nurturing business relationships resulting in engagement opportunities.
  • Presenting unique value propositions tailored to the needs of potential clients'' senior executives.
  • Developing strong, long-lasting relationships with potential clients.
  • Project Management: Scoping projects, shaping engagements, and helping define business solutions that satisfy client needs and achieve desired business outcomes.
  • Planning, implementing, and managing lead generation, sales activities, and pipelines to meet annual revenue targets and business goals.
  • Planning resources, organizing and mobilizing teams (including solution design, UX, technical, engagement management, staffing, and delivery teams) throughout complex sales cycles.
  • Understanding and assisting in managing and mitigating key risks through tactical plans and actions.
Requirements
  • Industry Experience: 5+ years of relevant experience in Finance, Banking, Insurance, or Financial Services sectors with exposure to technology solutions and digital transformation initiatives.
  • Business Development: Strong experience in business development, institutional sales, relationship management, or client advisory within the financial services sector.
  • Sales Success: Proven success in sourcing, nurturing, and closing midsize and Enterprise accounts within financial services or institutional markets.
  • Industry Knowledge: Excellent understanding of the Financial Services industry, including key players, strategies, client structure, business models, sub-verticals, needs, challenges, and key trends.
  • Strategic Approach: Demonstrated strategic, creative, and analytical approach with a focus on initiating and building client relationships.
  • Technical Understanding: Strong understanding of financial systems, regulatory compliance technology, trading platforms, and technological challenges commonly faced in the financial services industry.
  • Presentation Skills: Ability to deliver compelling presentations tailored to potential clients'' needs.
  • Work Style: Self-motivated with a results-driven approach.
  • Organization: Detail-oriented and deadline-driven.
  • Language Skills: Native English or fully bilingual (English).
What to expect from us
  • Flexible Schedule: Design your own working hours.
  • Time Off: PTO for work-life balance.
  • Competitive Compensation: Excellent package including base salary and commissions — well above market average.
  • Healthcare: Complete coverage including Vision and Dental.
  • Financial Security: Life Insurance and 401K Plan.
  • Support Structure: Strong sales operations and travel & events coordination teams.
  • Career Growth: Development opportunities aligned with your learning curve.
  • Work Environment: Diverse and multicultural environment.
  • Innovation: Comprehensive support and resources for professional success.

If you are interested in being part of a team composed of the best professionals and working 100% goal-oriented in an innovative environment, do not hesitate to apply!

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Information Technology
Industries
  • Staffing and Recruiting

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