Product Sales Specialist

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

📋 Description

• Report to the Vice President, Head of Wealth Product Sales.

• Introduce wealth organizations to the Broadridge Advisor Solutions team.

• Offer omni-channel digital solutions aimed at advisors and enhancing their business growth.

• Collaborate with AdvisorStream technology, websites, content, analytics, SEO, digital leads, ad re-targeting, video marketing, and local business listings.

• Work in partnership with Segment Sales, Account Management, Executive Leadership, legal, finance, product, and senior management.

• Maintain comprehensive product knowledge of the entire solution suite and competitor offerings.

• Develop and implement account-based sales strategies, driving deals to completion.

• Discover new business opportunities within both new and existing clients.

• Lead the sales process from initiation through to closure, including qualification, executive presentations, business case/ROI development, proposals, and contract negotiations.

• Manage the sales pipeline to meet quarterly and annual sales objectives.

• Comprehend prospects' technology stack, purchasing process, stakeholder engagement, and powerbase.

• Deliver client demonstrations that cover solution overviews, market positioning, competitive analysis, commercial terms, and contracting guidance.

• Represent Broadridge at industry conferences and regional events.

• Travel to prospective and client locations.

⛳️ Requirements

• A minimum of 5 years of sales experience, ideally in Financial Services and/or Software.

• Bachelor’s degree (B.A./B.S.).

• Ability to establish, nurture, and maintain key relationships, including with senior executives.

• Proven success in meeting or exceeding sales quotas.

• Competence in originating opportunities, managing the sales process, and closing deals.

• Outstanding presentation, written, and verbal communication skills.

• Strong analytical, organizational, and project management capabilities.

• Ability to lead meetings with both internal and external parties.

• Proficiency in communicating effectively with internal and external stakeholders.

• Advanced skills in MS Excel, MS Word, and PowerPoint.

• Strong technical skills; proficient in using CRM systems, MS Office, social tools, etc.

• Willingness to travel frequently for client and prospect meetings.

🏝️ Benefits

• Eligibility for bonus and commission.

• Comprehensive benefits package.

• Paid sick leave for Colorado employees in accordance with the Colorado Healthy Families and Workplaces Act.

• Other legally mandated benefits, as applicable.

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