Account Executive (Remote)

Summary

Broadridge provides technology and solutions for wealth and retirement organizations. The company is seeking an Account Executive to introduce and promote Fi360 software solutions, develop sales opportunities, manage the sales pipeline, and support financial advisors through client-focused product sales.

Responsibilities

• Sales pipeline management
• Generate and qualify new leads through phone, email and social media
• Devise and implement creative outbound sales strategies to help fuel growth and build the sales pipeline
• Track and report all prospecting and sales activities in a CRM
• Contact new prospects and existing clients to discuss their needs, and explain how these needs could be met by specific products and services
• Answer clients' questions about products, prices, availability, or credit terms
• Emphasize product features based on analyses of clients' needs and on technical knowledge of product capabilities and limitations
• Negotiate prices or terms of sales or service agreements
• Identify prospective clients by using business directories, LinkedIn, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences
• Select the correct products or assist customers in making product selections, based on customers' needs, product specifications, and applicable regulations
• Collaborate with colleagues to exchange information, such as selling strategies or marketing information
• Work with sales management team to ensure process is efficient
• Work to exceed annual sales quotas and key performance indicators as assigned
• Attend industry conferences as assigned
• Perform additional duties as assigned

Skills

• 1+ years of sales experience, with a passion for technology solution-based selling
• Go-Getter. Willing to go the extra mile with a strong work ethic; self-directed and resourceful
• Ability to deliver high call volumes in the pursuit of pipeline development goals
• Entrepreneurial initiative that is motivated by building new customers and expanding upon existing relationships
• Ability to overcome objections and bypass gatekeepers
• Strong communication and relationship-building skills
• Functional/technical skills Office 365
• Experience with digital tools
• Process management experience including CRM
• Work independently as well as in a team environment
• Communicate effectively both verbally and in writing
• Bachelor's degree preferred

Qualifications

Must Haves

• 1+ years of sales experience, with a passion for technology solution-based selling
• Go-Getter. Willing to go the extra mile with a strong work ethic; self-directed and resourceful
• Ability to deliver high call volumes in the pursuit of pipeline development goals
• Entrepreneurial initiative that is motivated by building new customers and expanding upon existing relationships
• Ability to overcome objections and bypass gatekeepers
• Strong communication and relationship-building skills
• Functional/technical skills Office 365
• Experience with digital tools
• Process management experience including CRM
• Work independently as well as in a team environment
• Communicate effectively both verbally and in writing

Nice to Haves

• Bachelor's degree preferred

Benefits

• This is a remote role where you will work off-site.
• Bonus Eligible + Commission Eligible.
• All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.