Wealth Advisor Solutions Sales Specialist (Remote)

Broadridge; United States; Remote; USD 80,000 - 100,000; Full time

Job summary

Broadridge is seeking an experienced Solutions Product Sales Specialist to join our Wealth product sales team. This remote role reports to the VP, Head of Wealth Product Sales and focuses on building client relationships and driving growth across advisory solutions.

Responsibilities include leading the sales process, maintaining full product knowledge, and collaborating with cross-functional teams to close deals while meeting quotas. Travel is limited to client meetings and team learning.

Qualifications

• 5+ years of sales experience in financial services or software.
• Bachelor’s degree (B.A./B.S.).
• Proven ability to build relationships with senior executives.
• Track record of meeting/exceeding sales quotas.
• Excellent presentation, written and verbal communication skills.
• Strong analytical, organizational, and project management skills.
• Willingness to travel frequently.

Responsibilities

• Maintain strong product knowledge of the full solution suite.
• Build and execute account-based sales strategies to close deals.
• Identify new business opportunities within clients.
• Lead the sales process from origination to close.
• Manage sales pipeline for quarterly and annual attainment.
• Understand prospect's tech stack and buying process.

Skills

Sales experience

Relationship building

Quotas

Executive communication

CRM tools

MS Office

Travel willing

Education

Bachelor's degree

Tools

CRM

MS Excel

PowerPoint

Job description

Broadridge is seeking an experienced Solutions Product Sales Specialist to join our Wealth product sales team. This remote role reports to the VP, Head of Wealth Product Sales and focuses on building client relationships and driving growth across advisory solutions.

Responsibilities include leading the sales process, maintaining full product knowledge, and collaborating with cross-functional teams to close deals while meeting quotas. Travel is limited to client meetings and team learning.