Account Executive

This is a fully remote position, open to applicants in New York.

📋 Description

• Oversee the sales pipeline effectively.

• Generate and qualify new leads via phone, email, and social media platforms.

• Develop and execute outbound sales strategies to drive growth and enhance the sales pipeline.

• Monitor and report on prospecting and sales activities within a CRM system.

• Engage with prospects and current clients to understand their needs and explain relevant products and services.

• Respond to inquiries regarding products, pricing, availability, and credit terms.

• Highlight product features based on client requirements and demonstrate technical knowledge of product capabilities and limitations.

• Negotiate pricing or terms for sales or service agreements.

• Identify potential clients through business directories, LinkedIn, existing client leads, organizations, clubs, trade shows, and conferences.

• Assist customers in selecting suitable products based on their needs, specifications, and regulations.

• Collaborate with team members on sales strategies and marketing insights.

• Partner with sales management to ensure streamlined processes.

• Achieve and surpass annual sales targets and assigned key performance indicators.

• Attend designated industry conferences.

• Carry out additional duties as assigned.

• Promote and advocate for Broadridge’s Fi360 software solutions to wealth and retirement organizations, assisting financial advisors in growing and managing their business portfolios.

⛳️ Requirements

• Minimum of 1 year of sales experience, preferably with a focus on technology solution-based selling.

• Bachelor’s degree is preferred.

• Strong work ethic; self-motivated and resourceful.

• Capable of managing high call volumes to achieve pipeline development objectives.

• Entrepreneurial spirit aimed at acquiring new customers and enhancing existing relationships.

• Proficient in overcoming objections and navigating gatekeepers.

• Excellent communication and relationship-building skills.

• Functional/technical proficiency with Office 365.

• Familiarity with digital tools.

• Experience in process management, including CRM systems.

• Ability to work autonomously as well as collaboratively in a team setting.

• Strong verbal and written communication skills.

• Willingness to travel for team learning opportunities, collaboration meetings, and industry conferences.

🏝️ Benefits

• Eligible for bonuses.

• Eligible for commissions.

• Comprehensive benefits package available.

• Paid sick leave for employees based in Colorado.

• Other legally mandated benefits, as applicable.

• Reasonable accommodations provided during the application and/or hiring process.