Wealth Sales Executive – Public Sector

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

📋 Description

• Take ownership of and meet assigned annual targets for new business revenue and pipeline quotas.

• Identify, create, qualify, and progress strategic Wealth opportunities through to closure.

• Formulate and implement targeted account and market development strategies.

• Recognize key organizations, buyers, influencers, consultants, and significant market events.

• Generate qualified opportunities through direct outreach, relationship building, referrals, and consultant channels.

• Keep prospect, activity, pipeline, next steps, and forecast data updated in the company CRM.

• Lead initial discovery discussions focusing on business priorities, buying criteria, stakeholders, competition, timing, and funding.

• Utilize qualification methodologies to document pursuit viability, decision criteria, risks, timing, and next actions.

• Advise on the timing and methods for Alight's engagement in opportunities.

• Convert prospect challenges into compelling value propositions across defined benefit, defined contribution, retirement advice, and self-directed brokerage solutions.

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

• Provide market and buyer insights throughout RFP, pricing, negotiation, and contracting processes.

• Establish relationships with senior personnel, benefits, finance, procurement, and executive stakeholders.

• Position Alight’s Wealth capabilities in the context of retirement opportunities and total retirement outsourcing strategies.

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

⛳️ Requirements

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

• Proven track record of achieving sales outcomes, generating qualified pipeline, advancing opportunities, and securing new client relationships against set goals.

• Experience with complex, multi-stakeholder buying processes.

• Strong skills in discovery, executive communication, presentation, negotiation, and forecasting.

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

• Willingness and capacity to travel according to client and business needs.

• Preferred: experience with public sector defined benefits, defined contribution, retirement advice, and brokerage solutions.

• Preferred: familiarity with benefits consultants and advisory firms.

• Preferred: understanding of total retirement outsourcing connected-benefits strategies.

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

• Must have work authorization in the United States without current or future visa sponsorship.

• Successful completion of a background check, as required for the position.

🏝️ Benefits

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

• Wellbeing programs available.

• Retirement plans with matching contributions.

• Generous paid time off.

• Parental leave offered.

• Opportunities for continuing education.

• Career advancement prospects.

• Flexible working arrangements where feasible.

• Competitive total rewards package.

• Ongoing education and training opportunities.

• Potential for growth within a global organization.