Job Overview
JOB DETAILS
Requirements
- 1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry
- Ability to carry a plan sale over the entire sales cycle from prospecting to conversion
- Demonstrated success in achieving sales goals (Rep of the year, Quota club, etc.)
- Strong attention to detail and a passion for creating a top-notch selling environment and process.
- A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline.
- Self-starter who can operate well in a collaborative team environment.
- Good knowledge of Salesforce, comfort level with other Sales technology
- Excellent written and verbal communication skills are a must.
- Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily!
Responsibilities
- Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate.
- Create consistency in lead gen, growing and maintaining ongoing relationships to drive pipeline in your territory.
- Develop repeat regional relationships with new financial advisor prospects.
- Maintain a robust retirement plan sales pipeline in your region.
- Convert plan opportunities into closed won opportunities through a repeatable, scalable process.
- Practice a proven and successful sales methodology (MEDDPICC).
- Successfully hit KPIs month over month; inclusive of but not limited to successfully meeting your quota and hitting your key performance indicator metrics MoM.
- Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc.
- Support the regional RVP on any prospecting needs.
Desired Qualifications
- Startup and/or financial services experience
- Understanding of the defined contribution space a plus!
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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