Sales Director

4 weeks ago


Exton, United States iPipeline Full time

iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SaaS solutions, we accelerate and simplify insurance sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents (such as financial advisors and independent insurance agents), distributors (such as banks, broker-dealers, and general agencies) and consumers. Our innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management.iPipeline makes it easier for people to purchase investment and insurance products that secure their financial future. With headquarters in Exton, Pennsylvania, iPipeline has locations in Cheltenham (UK), Fort Lauderdale, Atlanta, Ontario (CA), Philadelphia, and Salt Lake City. Visit www.ipipeline.com.We are currently looking for a Sales Directorto work Hybrid out of our Exton, PA, Davidson, NC, or Ft. Lauderdale, FL office.Summary:We are looking for an eager, competitive, and disciplined Outside Sales Representative who can acquire, manage, grow, and retain accounts through both medium and long sales cycles.Outsidesales reps are key in helping us achieve our company revenue growth objectives. You must beskilledin developing sales strategies,identifying opportunities,qualifying prospects,persuasively presenting our value proposition, effectively negotiating complex agreements,andconfidentlyclosing contracts.Responsibilities:Establish contacts at your designated accounts and cultivate long-term relationships.Learn the needs of your customers and identify selling opportunities through phone and in-person meetings.Determine which solutions best meet those needsthrough a consultative and insightful sales process.Demonstrate applicable solutions to customers in appropriate business contexts.Scope the solution necessary to meet customer needs.Guide the customer through the sales process from qualifying, presenting, and negotiating to closing.Exceedmonthlysales quotasDevelop comprehensive territory plans, conduct concise account reviews, and accurately forecast sales.Provide customer feedback to managementand liaise with technical staff.Become a domain expert.Qualifications: BA or BS degree,preferablyin business managementWealth management industry and Salesforce experience preferredOutsidesales experience,proven history ofoverachieving quota, and effectively managing KPIs.Strongcommunication,presentation, and telephone skills.Ability to manage a customer pipeline.Proficiency in MS Office and presentation tools(Excel, Word,PowerPoint).Proficiency in contact management (CRM) tools(preferably Salesforce).Must be able to travel 50% of the time.Tech savvy.Proficient in Challenger Sales Method.Determined, decisive, persuasive, and high sense of urgencyEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)



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