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Senior Sales Consultant
2 months ago
Are you a passionate sales professional who excels at connecting with new businesses and helping them meet their service sales needs?
We’re seeking a Senior Sales Consultant for our direct banking client. The ideal candidate will have a strong background in service sales, with experience in financial sales services being preferred.
🕒 Role Type: Direct Hire/Full-Time
If you have a solid sales background and are ready to elevate your career, we want to hear from you
Apply today and become part of a team dedicated to delivering exceptional client service and innovative solutions.
Role Details:
- As the Senior Sales Consultant, you will develop new Retirement Sales Plan Services business with existing client customers and prospects by building relationships, understanding needs, and effectively communicating valuable solutions.
- Responsible for all aspects of the sales process from prospecting to closing business including coordination of meetings, support materials, proposals, and sales presentations.
- Input accurate and timely information into Salesforce related to prospecting/sales activities.
- Provides insights on fiduciary, technical, and operational retirement plan matters through the sales process.
- Develops relationships with internal partners and external centers of influence to grow Retirement Plan Services and broader client business/revenue.
- Partners with members of other client business lines to promote and deliver all appropriate client services to prospects and existing clients.
- Actively participates in business line and enterprise-wide initiatives and adheres to risk management and compliance requirements applicable to the banking industry and broader financial services industry.
Qualification:
- A combination of education and experience which includes a bachelor's degree and minimum of 3 years sales experience preferably with retirement plans.
- Proven success meeting sales/revenue goals through sourcing and acquiring new business A working knowledge of investment services, plan design, industry trends, and fiduciary requirements of ERISA governed plans is preferred.
- Strong communication skills and the ability to interact with clients and internal partners in the development of institutional retirement/client business clients.
- The ability to work independently and collaboratively as part of a team.
- The ability to present client Retirement Plan Services products and services to existing clients and new prospects.
