Wealth Business Development Sales Executive

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

📋 Description

• Take ownership of and meet assigned annual goals for new business revenue, pipeline development, and qualified opportunity targets.

• Create and implement focused account and market development strategies.

• Identify key organizations, decision-makers, influencers, consultants, and relevant market events.

• Generate qualified opportunities through direct outreach, networking, referrals, and consultant relationships.

• Ensure disciplined tracking of prospecting and opportunity activities within the CRM system.

• Monitor weekly activity metrics, opportunity advancement, subsequent actions, closing strategies, and forecast precision.

• Lead initial discovery sessions addressing business priorities, purchasing criteria, stakeholders, competition, timing, and funding availability.

• Employ qualification methodology to assess when and how Alight should pursue opportunities.

• Record qualification results, pursuit suggestions, potential risks, decision criteria, and follow-up actions.

• Convert prospect challenges into compelling value propositions related to retirement and financial wellbeing solutions.

• Collaborate with sales, solution, pricing, proposal, legal, and operational teams on pursuit and proposal strategies.

• Provide market and buyer insights during RFP processes, pricing discussions, negotiations, and contract finalizations.

• Cultivate relationships with senior HR, benefits, finance, procurement, and executive stakeholders.

• Position Alight’s Wealth capabilities within Total Retirement Outsourcing and Total Benefits Outsourcing frameworks.

• Represent Alight at industry events, conferences, consultant meetings, and client engagements.

⛳️ Requirements

• Possession of FINRA Series 7 and 66 licenses, or willingness and eligibility to obtain the necessary licenses.

• Experience in enterprise business development or sales within the retirement, benefits, HR outsourcing, or related sectors.

• Proven track record in generating qualified pipelines and establishing new client relationships.

• Familiarity with complex, multi-stakeholder purchasing processes.

• Excellent discovery, executive communication, presentation, negotiation, and forecasting abilities.

• Capability to translate client requirements into unique business and solution value propositions.

• Willingness and ability to travel as dictated by client and business requirements.

• Preferred: experience in defined benefits, defined contribution, retirement advice, brokerage, or financial wellbeing solutions.

• Preferred: background working with benefits consultants and advisory firms.

• Preferred: understanding of Total Retirement Outsourcing (TRO), Total Benefits Outsourcing (TBO), and connected benefits strategies.

• Preferred: history of meeting or surpassing sales targets, pipeline goals, and forecast commitments in a complex enterprise selling landscape.

• Authorization to work in the employing country without the need for current or future visa sponsorship.

• Successful completion of a background check and any position-specific requirements.

🏝️ Benefits

• Health, dental, and vision coverage commencing on Day One.

• Wellbeing programs available.

• Retirement plans featuring contribution matching.

• Generous paid time off.

• Parental leave policies.

• Opportunities for continuing education.

• Career advancement prospects.

• Flexible working arrangements when feasible.

• Camera-on virtual interviews.

• Reasonable accommodations provided for individuals with disabilities.