Remote Wealth Solutions Sales Specialist

Broadridge Financial Solutions

New York, Northern (NY, KY)

Hybrid

USD 80,000 - 100,000

Full time

14 days+

Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Broadridge Financial Solutions' Advisor Solutions team seeks a results-oriented Product Sales Specialist (Remote, EST) to drive new business with wealth management firms. You will lead the sales process from origination through close, build strategic relationships, deliver client demonstrations, and partner with legal, finance, and product teams.

This role offers a remote, US-wide scope with limited travel, a compensation range of $80,000–$100,000 USD plus bonus/commission, and opportunities to

Qualifications

5+ years of sales experience, preferably in Financial Services or software.
Ability to build, foster, and maintain relationships including executive level.
Proven track record of achieving or exceeding sales quotas.
Excellent presentation, written and oral communication skills.

Responsibilities

Lead the sales process from origination through close, including ROI development and contract negotiation.
Build and manage sales pipeline to ensure quarterly and annual attainment.
Demonstrate solutions, including AdvisorStream, Websites, Content and Analytics, to clients.
Collaborate with internal teams (legal, finance, product) to close deals.

Skills

Sales experience

Relationship building

Quotas achievement

Presentation skills

Communication

CRM

MS Excel

MS PowerPoint

Education

B.A./B.S.

Tools

CRM

MS Excel

PowerPoint

MS Word

Job description

This role offers a remote, US-wide scope with limited travel, a compensation range of $80,000–$100,000 USD plus bonus/commission, and opportunities to

Get your free, confidential resume review.

or drag and drop your file here.