Private Equity and M&A Sales Specialist

1 month ago

San Francisco, California, United States Marsh Full time

Marsh's Private Equity and M&A Services (PEMA) is look to hire a Sales Specialist. This practice is a dedicated global team focused on providing insurance, risk management, due diligence, and post-acquisition services to private equity firms, alternative investment firms, infrastructure funds, strategic investors, other financial sponsors, and their related investments.

This position is for a recognized Sales subject matter expert, who manages large projects or processes. This position upholds a dynamic and growing book of business which meets sales goals and targets, executes growth strategies and manages the sales process across the M&A platform.

Private Equity M&A Services Practice – Sales Specialist

What can you expect:

  • Promotes, recommends and sells solutions, products and services to Private Equity Firms, their portfolio companies and other Alternative Asset Investors as part of the Marsh Private Equity and Mergers & Acquisitions (PEMA) team
  • Develops, manages and implements sales strategies. Identifies potential customers and cultivates existing customer relationships to close deals.
  • Facilitates service and product sales delivery in accordance with client agreements and established standards. Creates and presents sales materials, research, proposals and reports.

We will count on you to:

  • Responsible for a personal sales target and the identification, maintenance or expansion of a book of Private Equity business including transaction opportunities, portfolio companies and portfolio programs
  • Manages account expansion initiatives, managing and conducting thorough research through various channels of information and targeting specific accounts leveraging a large professional network to proactively generate growth within the Private Equity/ Alternative Asset space.
  • Thoroughly addresses all RFPs, develops sales presentations and formal sales proposals for related accounts.
  • Leads the sales process for moderately complex, high-risk, high-yield accounts and works to ensure account satisfaction along all phases of the sales process while negotiating outcomes that create value for the account and the business.
  • Supports evaluation of the book of business, leverages internal contacts, internal product developments and market developments to identify areas of opportunity and expansion for existing accounts.
  • Serves as a recognized figure and resource within the Private Equity/ Alternative Investment space with proven credibility, and acts as the chief point of contact for key stakeholders from existing or former accounts to ensure professional relationships are upheld and nourished.
  • Organizes, and attends at relevant industry conferences, prepares and presents feasibility studies and is a prominent, contributing member of relevant professional organizations and societies to expand and maintain a large professional network, gain exposure and represent the Company and its offerings.

What you need to have:

  • Bachelor's degree required
  • Minimum of 5 years of corporate enterprise sales/business development experience
  • Working knowledge of private investment business model is highly preferred

The applicable base salary range for this role is $134,200 to $286,300.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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