Remote Sales Executive, Wealth Management Services

Ladders; United States; Remote; USD 110,000 - 130,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Flexible PTO

Parental leave

Volunteer days

Commuter benefits

Discounted stock plan

Job summary

Our client, a leader in Finance & Insurance, seeks a Sales Executive, Professional Services to drive territory growth through proactive prospecting and consultative selling.

Remote role for US-based candidates only, focusing on expanding adoption of professional services. Ideal candidate has 8+ years in sales, deep wealth-management knowledge, and strong CRM skills (Salesforce) to manage a multi-million-dollar pipeline.

Qualifications

• 8+ years of sales experience in banking, wealth management, or Fin-Tech.
• Proven success in proactive lead generation and sales.
• Excellent communication skills across various platforms.
• Strong consultative selling abilities with a client-centric approach.
• Outstanding time-management and organizational skills.
• Ability to thrive in fast-paced environments and work independently or in teams.
• Experience with CRM systems, preferably Salesforce.
• Familiarity with Agile methodology and digital transformation in wealth management.

Responsibilities

• Collaborate with consultants and sales teams to drive territory growth through lead generation.
• Make outbound calls to generate interest in the company's professional services.
• Respond to sales inquiries from existing clients.
• Learn and educate clients on the company's professional services portfolio.
• Maintain accurate records of interactions and pipeline status in CRM.
• Work with marketing to optimize lead generation strategies.
• Contribute to a sales pipeline of approximately $2.5M to $3.5M annually.

Skills

Lead generation

Consultative selling

CRM management

Salesforce

Communication

Time management

Team collaboration

Agile familiarity

Tools

Salesforce

Job description

Our client, a leader in Finance & Insurance, seeks a Sales Executive, Professional Services to drive territory growth through proactive prospecting and consultative selling.

Remote role for US-based candidates only, focusing on expanding adoption of professional services. Ideal candidate has 8+ years in sales, deep wealth-management knowledge, and strong CRM skills (Salesforce) to manage a multi-million-dollar pipeline.