Holistic Financial Planning Software Specialist

3 weeks ago


Shelton, Connecticut, United States RightCapital Full time
Join Our Team

Are you a motivated and results-driven sales professional looking for a new challenge? Do you have a passion for the financial services industry and a proven track record of success in sales? If so, we encourage you to apply for our Sales Development Representative position at RightCapital

In this role, you will be responsible for developing and executing sales strategies to drive revenue growth, managing a pipeline of leads, and meeting or exceeding quarterly sales targets. You will work closely with our sales team to identify new business opportunities, build relationships with financial advisors, and develop targeted sales plans.

The ideal candidate will have a strong understanding of the financial services industry, excellent communication and interpersonal skills, and the ability to work in a fast-paced sales environment. Our company offers a competitive salary, commission, group health insurance, 401(k) Plan, monthly bonus opportunities, employee wellness incentive program, flexible vacation, casual dress code, pet-friendly office, on-site gym membership, and exciting growth opportunities.

About Us

RightCapital is a leading provider of holistic financial planning software, dedicated to helping financial advisors add value to their clients. Our company culture values innovation, collaboration, and continuous learning, and we are committed to promoting internally and developing a clear training path that leads to advancement within the Sales Development Team and in all facets of the company.

Responsibilities

* Develop and execute sales strategies to drive revenue growth
* Manage a pipeline of leads and meet or exceed quarterly sales targets
* Identify new business opportunities and build relationships with financial advisors
* Work closely with the sales team to develop targeted sales plans

What We Offer

* Competitive salary: $70,000 per year
* Commission: up to 30% of total sales
* Group health insurance: multiple options with generous subsidies
* 401(k) Plan: 100% employer match up to 3%, then 50% employer match from 3-5%
* Monthly bonus opportunities: based on # of demos booked
* Employee wellness incentive program: encourages healthy habits and work-life balance
* Flexible vacation: no limit
* Casual dress code: dress comfortably and professionally
* Pet-friendly office: bring your furry friends to work
* On-site gym membership: stay fit and healthy on us

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