Current jobs related to Workplace Solutions Sales Consultant - Berwyn - Envestnet | Yodlee

  • Wealth Solutions Consultant

    2 weeks ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    Job SummaryThe Wealth Solutions Consultant plays a critical role in converting prospects to platform users in assigned regions, activating and growing advisors. This position requires providing high-touch sales support to drive assets and adoption of Financial Wellness Solutions. Key responsibilities include lead qualification and follow-up, identifying and...

  • Lead Financial Solutions Consultant

    4 weeks ago

    Berwyn, Illinois, United States Workday, Inc. Full time

    Position Overview As a Lead Financial Solutions Consultant, you will be instrumental in driving the effective deployment of Workday's financial offerings tailored for our healthcare clientele. This role provides a unique opportunity to collaborate within a diverse and inclusive environment, working alongside sales, project management, product teams, and...

  • Lead Financial Solutions Consultant

    4 weeks ago

    Berwyn, Pennsylvania, United States Workday Full time

    Position Overview:As a Senior Financial Solutions Consultant, you will be instrumental in driving the effective deployment of Workday's financial systems tailored for our clients in the healthcare sector.Key Responsibilities:- Collaborate with a diverse team to ensure seamless integration of financial solutions.- Provide expert guidance and support...

  • Retail Sales Consultant

    1 week ago

    Berwyn, Illinois, United States Tailored Brands Inc Full time

    About the RoleWe are seeking a highly motivated and customer-focused Retail Sales Consultant to join our team at K&G Fashion Superstore. As a Retail Sales Consultant, you will be responsible for delivering an exceptional customer experience, driving sales growth, and contributing to a positive and inclusive work environment.Key ResponsibilitiesCustomer...

  • Territory Sales Consultant

    2 months ago

    Berwyn, United States Knit RiteThuasne USA Full time

    Job DescriptionJob DescriptionJob Title: Territory Sales ConsultantDepartment: SalesReports To: Regional Sales Manager  Position Type:  Full-TimeStatus:  ExemptLocation:  RemoteCompany/Position Overview:Thuasne is a mid-cap medical device company, manufacturing class I and class II devices, committed to providing high-quality products that enhance...

  • Senior Vice President of Productized Solutions

    4 weeks ago

    Berwyn, Pennsylvania, United States GXO Logistics Full time

    Maximizing Logistics Efficiency.At GXO Logistics, we are on the lookout for exceptional talent across all levels who can uphold the high standards of service our organization demands. We believe that a positive workplace fosters satisfied employees, which in turn enhances productivity and commitment. As part of our team, you will receive the support...

  • Client Launch Consultant II

    3 weeks ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Launch Consultant II to join our Client Consulting Launch team. This is a hybrid role, with in-office work required at either our Raleigh, NC or Berwyn, PA office locations. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and...

  • Programmatic Advertising Sales Manager

    3 weeks ago

    Berwyn, Illinois, United States Adecco Full time

    Company Overview:Adecco is proud to partner with a leading Canadian corporation in the programmatic advertising industry. This innovative company specializes in data-driven solutions, segments, and targeting, providing fully managed programmatic advertising services across North America.In 2023, the company introduced a proprietary SaaS platform designed to...

  • Regional Sales Manager

    4 months ago

    Berwyn, United States Magis Capital Partners LL Full time

    Job DescriptionJob DescriptionAbout USAdvisor Credit Exchange, LLC (ACE) is an independent technology firm founded by notable industry innovators. At ACE our mission is to support the full wealth management life cycle. ACE technology is a breakthrough solution that empowers Financial Advisors to present pre-qualified credit opportunities from industry...

  • Retail Sales Associate

    2 days ago

    Berwyn, Illinois, United States Tailored Brands Inc Full time

    {"title": "Retail Sales Consultant", "description": "Join Our Team as a Retail Sales ConsultantWe are seeking a highly motivated and customer-focused Retail Sales Consultant to join our team at K&G Fashion Superstore. As a Retail Sales Consultant, you will be responsible for providing exceptional customer service, building relationships with customers, and...

  • Senior Financial Implementation Consultant

    1 month ago

    Berwyn, United States Workday Full time

    As a Senior Functional Consultant, you will play a key role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers. You will have the opportunity to work with a diverse and inclusive team, collaboratin Implementation Consultant, Healthcare, Financial, Implementation, Health, Consultant, Technology

  • Employee Benefits Consultant

    2 weeks ago

    Berwyn, Pennsylvania, United States World Insurance Associates, LLC. Full time

    Position OverviewCompany OverviewWorld Insurance Associates, LLC is a distinguished insurance firm that provides premier products and services from leading providers, complemented by dedicated support from local professionals.Established in 2011, World has rapidly ascended to become one of the top 25 insurance brokers in the United States, employing over...

  • Retail Banking Professional

    7 days ago

    Berwyn, Illinois, United States Bank of Montreal Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Retail Relationship Banker. As a key member of our branch team, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with existing customers and prospects to...

  • Insurance Sales Professional

    1 week ago

    Berwyn, Pennsylvania, United States Sovereign Insurance Group Full time

    Job Overview and RequirementsSovereign Insurance Group is seeking a highly motivated and results-driven Sales Representative to join our team. As a Sales Representative, you will be responsible for generating new business opportunities, providing insurance solutions, and delivering exceptional customer service.This is an ideal position for someone who is...

  • Insurance Sales Professional

    2 weeks ago

    Berwyn, Pennsylvania, United States Sovereign Insurance Group Full time

    Job Overview and RequirementsSovereign Insurance Group is seeking a highly motivated and competitive Sales Representative to join our team. As a Sales Representative, you will be responsible for generating new business opportunities, providing insurance solutions, and supporting our clients.Key ResponsibilitiesIdentify and pursue new business opportunities...

  • Insurance Sales Professional

    2 weeks ago

    Berwyn, Pennsylvania, United States Sovereign Insurance Group Full time

    About the RoleSovereign Insurance Group is seeking a highly motivated and results-driven Sales and Account Management Specialist to join our team. As a key member of our sales team, you will be responsible for generating new business opportunities, providing insurance solutions, and delivering exceptional customer service.Key ResponsibilitiesIdentify and...

  • Insurance Sales Professional

    4 days ago

    Berwyn, Pennsylvania, United States Sovereign Insurance Group Full time

    Job Overview and RequirementsSovereign Insurance Group is seeking a highly motivated and results-driven Sales Representative to join our team. As a Sales Representative, you will be responsible for generating new business opportunities, providing insurance solutions, and delivering exceptional customer service.This is an ideal position for someone who is...

  • Internal Sales Representative

    2 weeks ago

    Berwyn, Pennsylvania, United States AscellaHealth Full time

    Job DescriptionJob Summary:We are seeking a highly motivated and experienced Internal Sales Representative to join our Sales and Business Development team at AscellaHealth. As a key member of our team, you will be responsible for researching, identifying, and developing prospects for our organization, with a focus on supporting long-term growth and...

  • Internal Sales Representative

    2 months ago

    Berwyn, United States AscellaHealth Full time

    Job DescriptionJob DescriptionWhat we are looking forAscellaHealth is looking for an Internal Sales Representative to be an essential part of the Sales and Business Development team. They will research, identify, profile, and develop prospects (Biotech/ Pharmaceutical Manufacturers and Payers) nationally and globally for the organization. This individual...

  • Sales Development Representative

    2 weeks ago

    Berwyn, Pennsylvania, United States Sovereign Insurance Group Full time

    About Sovereign Insurance GroupSovereign Insurance Group is a leading provider of insurance solutions, dedicated to delivering exceptional customer service and achieving outstanding results. With a rich history dating back to 1959, we have established ourselves as a trusted partner in the nonprofit, commercial property and casualty marketplace.Job OverviewWe...

Workplace Solutions Sales Consultant

4 months ago

Berwyn, United States Envestnet | Yodlee Full time

The Workplace Solutions Sales Consultant acts as a partner supporting Envestnet’s Fiduciary Sales efforts. Sales Consultant employees are responsible for assisting the Sales teams with account review, onboarding, making outbound sales calls, and fielding inbound sales inquiries.

Job Responsibilities:

Thoroughly learn, understand, and present all Envestnet fiduciary products to prospective clients and partners. Work in partnership with the Wealth sales team to support new fiduciary sales through recordkeepers, investment managers, financial advisors and ENV advisor sales channels. Complete, review, and submit all proposal requests, investment mapping, and new plan onboarding materials. Work in partnership with the fiduciary operations team to ensure new plan onboarding is in good order. Provide sales partners with updated approved funds lists and sample lineups. Make outbound sales calls to generate sales pipeline for fiduciary sales. Respond to inbound sales inquiries, literature requests, and service issues. Track sales pipeline and closed sales in Salesforce and follow up as needed with sales partners. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. As part of the responsibilities for this role, understand and readily support Envestnet's established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.

Required Qualifications: 

Bachelor’s degree in business, finance, or related field of study 3-5 years of experience in the financial services industry Excellent written and verbal communication skills Proven ability to self-manage, with strong organization skills and an attention to detail.