SMArtY Sales Development Representative
5 days ago
Opportunity
We seek a driven individual who can champion SMArtXs SMArtY Program to the Wealth Advisor/RIA community Asset Management sector and TAMP marketplace. This role is pivotal in developing new business addressing client challenges and scaling client success. Ideal candidates are techsavvy knowledgeable about Managed Accounts TAMPs and UMAs and passionate about our products value and problemsolving capabilities.
About SMArtY
Our SMArtY platform empowers advisors with managed account capabilities taxfocused investment solutions and costeffective operations for portfolio management.
Position Requirements
- Strategic Prospecting: Identify and proactively act on opportunities for customers and prospects.
- SolutionDriven Sales: Understand and match prospect needs with SMArtYs value proposition.
- Communication Skills: Proficient in written verbal and presentation formats.
- Multitasking Excellence: Ability to manage multiple requests and prioritize efficiently to achieve territorial or accountbased goals.
- Initiative & Innovation: Displays urgency in reaching goals and delivering key results. Able to independently propose new ideas and demonstrate proven execution strategies.
- Team Contribution: Highly motivated with a strong teamoriented approach.
- Qualifications: A bachelors degree is strongly preferred.
- Series 65/66 certification is a plus.
- Industry Knowledge: Understanding of Unified Managed Accounts (UMAs) Managed Portfolio Solutions Asset Management Solutions and TAMP Utilization.
Core Responsibilities
- Sales Process & CRM Management: Track all sales activities and lead qualifications accurately in CRM (e.g. Pipedrive Salesforce HubSpot).
- New Business Development: Work collaboratively with the sales team to drive new client acquisition.
- Product Expertise: Become proficient in the SMArtX platform and SMArtY Program; conduct live platform demos.
- Lead Generation & Qualification: Follow up on marketing leads and identify qualified opportunities. Manage CRM leads through prospecting qualification and closing stages.
- Market Research: Conduct research on key individuals and strategic accounts presenting solutions tailored to their business requirements.
- Collaborative Sales Approach: Work closely with Sales Marketing and Manager Solutions teams to design effective sales strategies.
- Travel Requirement: Willingness to travel up to 50% of the time.
About SMArtX Advisory Solutions
Founded in 2018 SMArtX Advisory Solutions is a leading financial technology firm dedicated to delivering transformative solutions for wealth management. Join a collaborative innovative team in a dynamic yet relaxed professional setting.
-
SMArtY Sales Development Representative
5 days ago
West Palm Beach, United States SmartX Advisory Solutions Full timeOpportunityWe seek a driven individual who can champion SMArtXs SMArtY Program to the Wealth Advisor/RIA community Asset Management sector and TAMP marketplace. This role is pivotal in developing new business addressing client challenges and scaling client success. Ideal candidates are techsavvy knowledgeable about Managed Accounts TAMPs and UMAs and...
-
Professional Sales Representative
4 weeks ago
West Covina, California, United States Inside Sales Representative Full timeJob OpportunityWe are seeking a highly motivated and results-driven individual to join our sales team as an Inside Sales Representative. As a key member of our team, you will be responsible for selling food service equipment and supplies to new and existing customers.Key Responsibilities:Present and sell company products and services to customersProcess,...
-
Sales Development Representative
4 days ago
West Palm Beach, Florida, United States First Choice Credit Management Full timeJob Title: Sales Development RepresentativeJob DescriptionWe are seeking a highly motivated and professional Sales Development Representative to join our team at First Choice Credit Management. As a Sales Development Representative, you will be responsible for contacting prospective clients, prequalifying them for our services, setting appointments, or...
-
West Palm Beach, Florida, United States Enterprise Sales Software Inc Full timeJob OpportunityWe are seeking a skilled Sales Representative to join our team at Enterprise Sales Software Inc. As a key member of our sales team, you will be responsible for selling our software to drive company revenue.Responsibilities:Demonstrate the product and secure new clientsEstablish strong relationships with clients to support the sales...
-
Sales Development Representative
2 weeks ago
West Palm Beach, Florida, United States Fossett Ent. Full timeJob OverviewFossett Ent. is seeking a skilled Sales Representative to drive revenue growth and customer acquisition. The ideal candidate will possess a strong sales background, excellent communication skills, and the ability to build rapport with customers and suppliers.Key Responsibilities:Develop and execute sales strategies to meet revenue targets.Build...
-
Sales Development Representative
2 weeks ago
West Palm Beach, Florida, United States HelpMatch Full timeJob Title: Sales Development RepresentativeAt HelpMatch, we're revolutionizing the way people connect with healthcare providers. As a Sales Development Representative, you'll play a critical role in driving our mission forward.Job SummaryWe're seeking a highly motivated and results-driven Sales Development Representative to join our team. In this role,...
-
West Palm Beach, Florida, United States Enterprise Sales Software Inc Full timeJob OverviewWe are seeking a skilled Sales Representative to join our team at Enterprise Sales Software Inc. As a Sales Executive, you will be responsible for selling our software to drive company revenue.Key Responsibilities:Demonstrate the product and secure new clientsEstablish strong relationships with clients to drive sales growthIdentify and pursue new...
-
Sales Development Representative
2 weeks ago
Palm Beach, Florida, United States Java House Full timeUnlock Your Sales Potential with Java HouseWe are seeking a highly motivated and experienced Sales Representative to join our team in the West Palm Beach area. As a key member of our sales team, you will be responsible for developing new business and managing existing customers in the specialty foodservice, Office Coffee Service (OCS), and Spirits...
-
Medical Sales Representative
2 weeks ago
Palm Beach, Florida, United States Surgical Medical Sales-Publicly Traded Company -$170k plus Full timeJob Title: Medical Sales RepresentativeJoin a leading global medical device company as a Medical Sales Representative and take on a challenging role in the surgical medical sales industry.About the Company:Surgical Medical Sales-Publicly Traded Company -$170k plus is a well-established and respected player in the medical device industry. With a strong...
-
West Palm Beach, Florida, United States Panache Events Full timeJob OverviewPanache Events is seeking a highly motivated and results-driven Sales Representative to join our team. As a Sales Representative, you will be responsible for driving sales growth by actively seeking and cultivating new business opportunities within your designated territory.Key ResponsibilitiesSeek new sales opportunities through various...
-
Sales Representative
4 weeks ago
West Palm Beach, Florida, United States Kelly Tractor CAT Full timeJob SummaryKelly Tractor CAT is seeking a highly skilled and motivated Sales Representative to join our team. As a Sales Representative, you will be responsible for managing internal customer sales inquiries, processing light construction sales orders, and assisting outside branch sales representatives in overall machine efforts.Key ResponsibilitiesManage...
-
Sales Development Representative
3 days ago
West Palm Beach, Florida, United States Bronson Kinkade Consulting Full timeJob DescriptionAccelerate Your Career with Our Rapidly Expanding CompanyWe're a recognized Inc. 5000 fastest-growing company for six consecutive years, with a constant stream of client inquiries daily. Our comprehensive training program empowers fast learners to hit the ground running.About the Role:Our Sales Representatives operate entirely online or over...
-
Sales Development Representative
2 weeks ago
Palm Beach, Florida, United States Brooks International Full timeAbout Brooks InternationalBrooks International, a renowned Global Professional Services Firm, is seeking a highly motivated and results-driven individual to join our award-winning team as a Sales Development Representative. With a proven track record of success in lead generation, you will be responsible for identifying and pursuing new business...
-
Medical Sales Representative
2 weeks ago
Palm Beach, Florida, United States Surgical Medical Sales-Publicly Traded Company -$170k plus Full timeUnlock Your Earning Potential in Medical SalesJoin a globally recognized, publicly traded medical device company as a Territory Manager, where you'll play a crucial role in driving sales growth and revenue. With a strong presence in the market, our company offers a unique opportunity for medical sales professionals to excel and advance their careers.About...
-
Sales Representative
3 weeks ago
West Palm Beach, Florida, United States Rentokil North America Full timeAbout the RoleWe are seeking a highly motivated and results-driven Sales Representative to join our team at Rentokil North America. As a Sales Representative, you will be responsible for building and maintaining relationships with existing and new customers, identifying sales opportunities, and driving revenue growth.Key ResponsibilitiesDevelop and execute...
-
Business Development Representative
4 days ago
West Palm Beach, Florida, United States Vivian Suarez - State Farm Agent Full timeAt Vivian Suarez - State Farm Agent, we're seeking a skilled professional to join our team as a Business Development Representative. In this role, you'll be responsible for establishing and maintaining strong relationships with customers, identifying their needs, and providing tailored solutions to meet those needs.Key responsibilities include:Developing and...
-
Business Development Representative
4 days ago
West Palm Beach, Florida, United States Niagara Distributors Full timeJob Title: Sales RepresentativeJob Summary:The Sales Representative position at Niagara Distributors is a key role that requires a strong ability to develop and maintain positive relationships with existing and new customers. This position is responsible for the development and growth of assigned accounts, as well as all aspects of order collection and...
-
Business Development Representative
4 days ago
West Palm Beach, Florida, United States Staffosaurus Full timeAbout the JobAt Staffosaurus, we are seeking a dynamic Business Development Representative to join our team. As a Business Development Representative, you will play a crucial role in expanding our reach and fostering strategic partnerships within the healthcare community.Key Responsibilities Identify and pursue business development opportunities to expand...
-
Business Development Representative
4 days ago
West Palm Beach, Florida, United States VXIT Services Full timeJob OverviewVXIT Services is seeking a highly motivated and results-driven Business Development Representative to join our team. As an Outside Sales Representative, you will play a crucial role in driving our business growth by generating new leads and setting appointments through cold calling.Key Responsibilities:Conduct daily outbound cold calls to engage...
-
Technical Sales Representative
1 month ago
West Palm Beach, Florida, United States SV MICROWAVE Full timeJob Title: Technical Sales RepresentativeWe are seeking a highly motivated and results-driven Technical Sales Representative to join our team at SV Microwave. As a Technical Sales Representative, you will be responsible for providing technical sales support to our customers, building relationships with key customer counterparts, and driving sales growth and...