Current jobs related to Sales Consultant - Berwyn, Illinois - Envestnet
-
Retail Sales Consultant
1 week ago
Berwyn, Illinois, United States Tailored Brands Inc Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Retail Sales Consultant to join our team at K&G Fashion Superstore. As a Retail Sales Consultant, you will be responsible for delivering an exceptional customer experience, driving sales growth, and contributing to a positive and inclusive work environment.Key ResponsibilitiesCustomer...
-
Retail Sales Associate
2 days ago
Berwyn, Illinois, United States Tailored Brands Inc Full time{"title": "Retail Sales Consultant", "description": "Join Our Team as a Retail Sales ConsultantWe are seeking a highly motivated and customer-focused Retail Sales Consultant to join our team at K&G Fashion Superstore. As a Retail Sales Consultant, you will be responsible for providing exceptional customer service, building relationships with customers, and...
-
Lead Financial Solutions Consultant
4 weeks ago
Berwyn, Illinois, United States Workday, Inc. Full timePosition Overview As a Lead Financial Solutions Consultant, you will be instrumental in driving the effective deployment of Workday's financial offerings tailored for our healthcare clientele. This role provides a unique opportunity to collaborate within a diverse and inclusive environment, working alongside sales, project management, product teams, and...
-
Senior Executive Coordinator
4 weeks ago
Berwyn, Illinois, United States The LunchMaster Full timeThe LunchMaster is seeking a Senior Executive Coordinator with a strong background in fostering business relationships and a keen interest in the consulting sector.Position Overview:As a Senior Executive Coordinator, you will provide essential administrative assistance to C-Suite and Senior Executives, including:Efficient calendar management and meeting...
-
Customer Service Representative
2 weeks ago
Berwyn, Illinois, United States BMO Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative in our Retail Banking Sales & Service department.Key ResponsibilitiesDeliver exceptional service to our customers and prospects, identifying their needs and providing advice and guidance on financial solutions that meet their...
-
Retail Banking Professional
7 days ago
Berwyn, Illinois, United States Bank of Montreal Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our team as a Retail Relationship Banker. As a key member of our branch team, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with existing customers and prospects to...
-
Territory Sales Consultant
2 months ago
Berwyn, United States Knit RiteThuasne USA Full timeJob DescriptionJob DescriptionJob Title: Territory Sales ConsultantDepartment: SalesReports To: Regional Sales Manager Position Type: Full-TimeStatus: ExemptLocation: RemoteCompany/Position Overview:Thuasne is a mid-cap medical device company, manufacturing class I and class II devices, committed to providing high-quality products that enhance...
-
Wealth Solutions Consultant
2 weeks ago
Berwyn, Pennsylvania, United States Envestnet Full timeJob SummaryThe Wealth Solutions Consultant plays a critical role in converting prospects to platform users in assigned regions, activating and growing advisors. This position requires providing high-touch sales support to drive assets and adoption of Financial Wellness Solutions. Key responsibilities include lead qualification and follow-up, identifying and...
-
Client Launch Consultant II
3 weeks ago
Berwyn, United States Envestnet Full timeDescription Envestnet is seeking a passionate and talented Client Launch Consultant II to join our Client Consulting Launch team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and...
-
Regional Sales Manager
4 months ago
Berwyn, United States Magis Capital Partners LL Full timeJob DescriptionJob DescriptionAbout USAdvisor Credit Exchange, LLC (ACE) is an independent technology firm founded by notable industry innovators. At ACE our mission is to support the full wealth management life cycle. ACE technology is a breakthrough solution that empowers Financial Advisors to present pre-qualified credit opportunities from industry...
-
Employee Benefits Consultant
2 weeks ago
Berwyn, Pennsylvania, United States World Insurance Associates, LLC. Full timePosition OverviewCompany OverviewWorld Insurance Associates, LLC is a distinguished insurance firm that provides premier products and services from leading providers, complemented by dedicated support from local professionals.Established in 2011, World has rapidly ascended to become one of the top 25 insurance brokers in the United States, employing over...
-
Product Marketing Specialist
4 weeks ago
Berwyn, United States Milliman Full timeDescription Company Overview: Leading with our core values of Quality, Integrity, and Opportunity, MedInsight is one of the healthcare industry's most trusted solutions for healthcare intelligence. Our company's purpose is to empower easy, data-driven decision-making on important healthcare questions. Through our products, education, and services,...
-
Principal Managing Partner, FSI
2 weeks ago
Berwyn, United States Workday Full timeYour work days are brighter here. At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our...
-
Customer Service Representative
3 weeks ago
Berwyn, Pennsylvania, United States Crossfire Consulting Full time**Job Summary**A Mid-level Customer Service Representative at Crossfire Consulting is responsible for delivering exceptional customer service and support to clients. Key responsibilities include:Providing detailed information about products or services, including features, pricing, and specifications.Processing orders, returns, and exchanges accurately and...
-
Account Manager
4 weeks ago
Berwyn, United States OneDigital Full timeAre you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling...
-
Account Manager
3 weeks ago
Berwyn, United States OneDigital Full timeAre you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling...
-
Customer Service Ambassador
3 weeks ago
Berwyn, Pennsylvania, United States Pyramid Consulting Full timeJob SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Pyramid Consulting, Inc. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our clients, resolving issues, and ensuring customer satisfaction.Key ResponsibilitiesCustomer Service: Handle a wide range of...
-
Customer Experience Representative
3 weeks ago
Berwyn, Pennsylvania, United States Pyramid Consulting Full timeJob SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Pyramid Consulting, Inc. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our clients, resolving issues, and ensuring customer satisfaction.Key Responsibilities:Customer Interaction: Handle a wide range of...
-
Employee Benefits Client Advisor
2 weeks ago
Berwyn, Pennsylvania, United States World Insurance Associates, LLC. Full timeJob DescriptionJob SummaryWorld Insurance Associates, LLC. is a leading insurance organization offering top-notch products and services from major providers, combined with attentive service from local agents.We are seeking a highly motivated and experienced Employee Benefits Client Advisor to join our team. As a key member of our Employee Benefits team, you...
-
Office Associate
4 months ago
Berwyn, United States Paul Fudym - State Farm Agent Full timeJob DescriptionJob DescriptionPosition OverviewIf you enjoy talking to people, are driven to achieve, have a passion for being the best in a fast paced work environment and some day aspire to run your own business but dont feel ready to jump right in yet, this opportunity may be for you. The position is designed to give on the job training while working with...
-
Customer Service Representative
3 weeks ago
Berwyn, United States Pyramid Consulting Full timeImmediate need for a talented Customer Service Representative. This is a 06+months contract opportunity with long-term potential and is located in Berwyn, PA (Onsite). Please review the job description below and contact me ASAP if you are interested. Job ID:24-40352 Pay Range: $25 - $26.50/hour. Employee benefits include, but are not limited to, health...
-
Customer Service Representative
3 weeks ago
Berwyn, United States Pyramid Consulting Full timeImmediate need for a talented Customer Service Representative. This is a 06+months contract opportunity with long-term potential and is located in Berwyn, PA (Onsite). Please review the job description below and contact me ASAP if you are interested. Job ID:24-40352 Pay Range: $25 - $26.50/hour. Employee benefits include, but are not limited to, health...
-
Receptionist
4 weeks ago
Berwyn, United States Pearle Vision Full timeABOUT US: This is not just a job..........it's a career path with endless possibilities in a vast and growing field. The happiness of those we serve depends on our associates' happiness, so you'll receive excellent compensation and a benefits package with additional perks designed to make you smile. We consider our work environment our sanctuary and make...
-
Customer Service Representative
3 weeks ago
Berwyn, United States Pyramid Consulting, Inc Full timeImmediate need for a talented Customer Service Representative. This is a 06+months contract opportunity with long-term potential and is located in Berwyn, PA (Onsite). Please review the job description below and contact me ASAP if you are interested.Job ID:24-40352 Pay Range: $25 - $26.50/hour. Employee benefits include, but are not limited to, health...
-
Customer Service Representative
3 weeks ago
Berwyn, United States Pyramid Consulting, Inc Full timeImmediate need for a talented Customer Service Representative. This is a 06+months contract opportunity with long-term potential and is located in Berwyn, PA (Onsite). Please review the job description below and contact me ASAP if you are interested.Job ID:24-40352 Pay Range: $25 - $26.50/hour. Employee benefits include, but are not limited to, health...
-
Receptionist
1 month ago
Berwyn, United States Pearle Vision Full timeABOUT US: This is not just a job..........it's a career path with endless possibilities in a vast and growing field. The happiness of those we serve is a direct result of the collaboration and engagement of our team. You'll receive excellent compensation and a benefits package with additional perks designed to make you smile. We consider our work environment...
Sales Consultant
3 months ago
Description
Envestnet is seeking a passionate and talented
Sales Consultant - Wealth Solutions to join our Sales team. This position is expected to report to our Berwyn, PA office.
Envestnet is transforming the way financial advice and wellness are delivered.
Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.
Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life.If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.
Job Summary:
The Sales Consultant - Wealth Solutions converts prospects to platform users in assigned region, activating and growing advisors. Provides high-touch sales support to drive assets and adoption of Financial Wellness Solutions. Responsible for lead qualification and follow-up.
Responsibilities:
- Identify, profile, and engage advisors to open their first PMC, FSP, SMA, UMA or Exchange account
- Provide hightouch sales support to drive assets, increasing number of AUM accounts on platform
- Drive adoption of Financial Wellness Solutions
- Deliver large group and oneonone virtual training and education presentations
- Act as liaison between advisor and ENV service teams
- Coordinate with money managers to promote outsourced solutions to prospects
- Partner with enterprise "inhouse" resources to identify and convert prospects
- Campaign call outs, lead generation, and lead vetting for regional team
- Manage and direct hotline calls
- Partner with marketing for content and messaging
- Collaborate with the sales enablement team for sales training content curation and scripting
- Foster productive working relationship with the sales operations team for region performance tracking and Salesforce reporting
- Partner closely with business development teams to attract new clients that allow advisor interaction
- As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
Required Qualifications:
- Bachelor's Degree
- 5+ years of experience; prior experience in wholesaling, feebased consulting, financial advisory, or brokerage necessary
- Understanding of Insurance, Lending/Credit, and Retirement Products
- Proven Ability to present financial wellness solutions through live phone and WebEx engagements
- Excellent communication, presentation and telephone service skills
- Proficient in financial services technology and ability to adapt to frequent technology enhancements
- Base understanding of the feebased advisory world, with willingness to learn more
About Us:
Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions.
Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Why Choose Envestnet:
- Be a member of a leading financial services and products innovation company
- Competitive Compensation/Total Reward Packages that include:
- Health Benefits (Health/Dental/Vision)
- Paid Time Off (PTO) & Volunteer Time Off (VTO)
- 401K Company Match
- Annual Bonus Incentives
- Parental Stipend
- Tuition Reimbursement
- Student Debt Program
- Charitable Match
- Wellness Program
- Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.
Envestnet is an Equal Opportunity Employer.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc
(NYSE:
ENV).
LI-RT1