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Financial Planning Software Specialist

2 months ago

Milford, Connecticut, United States RightCapital Full time
Job OpportunityRightCapital is a leading financial technology company providing innovative holistic financial planning software. We are seeking a highly motivated Sales Associate to join our growing sales team.

About the Role

The Sales Associate will be responsible for delivering solution demos, highlighting the value proposition of our software, and managing touch plans to reach financial advisors. The ideal candidate will have a strong proactive drive, experience selling to the financial service industry, and a growth mindset.

Key Responsibilities

  • Deliver multiple solution demos per day to showcase the capabilities of our software
  • Highlight the value proposition of our holistic financial planning software
  • Manage touch plans to reach 30+ advisors daily and work the sales process to increase revenue
  • Collaborate with the sales team to strengthen the sales process and partner with senior sales team members to work legacy pipeline
  • Partner with the sales development associate team to build pipeline and build weekly target lists

Requirements

The successful candidate will have a Bachelor's degree, 3+ years of sales experience, and a strong understanding of the financial services industry. FinTech experience and prior advisor licensing are a plus.

What We Offer

  • Competitive salary and commission structure
  • Group health insurance with generous subsidies
  • 401(k) plan with employer match
  • Flexible vacation policy
  • Casual dress code and pet-friendly office
  • Fun and social outings, including happy hours and team-building events

Office location is Shelton, CT, with a mix of in-office and remote work. RightCapital is an equal opportunity employer.