Wealth Sales Executive – Public Sector

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

📋 Description

• Meet the established annual targets for new business revenue and pipeline development.

• Take ownership of prospecting, opportunity development, qualification, pipeline advancement, pursuit outcomes, and the closing of strategic Wealth opportunities.

• Formulate 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 partnerships.

• Keep prospect, activity, pipeline, next steps, and forecasting information updated in the company CRM.

• Conduct early-stage discovery to grasp business priorities, buying criteria, key stakeholders, competitive landscape, timing, and funding.

• Utilize a consistent qualification methodology to document pursuit viability, decision criteria, risks, timing, and subsequent actions.

• Advise on the appropriate timing and methods for Alight to engage with each opportunity.

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

• Collaborate with solutions, pricing, proposal, legal, and operational teams to strategize pursuit and proposals.

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

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

• Present Alight’s Wealth capabilities in relation to defined benefits, defined contribution, and comprehensive retirement outsourcing opportunities.

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

⛳️ Requirements

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

• Proven success in managing sales outcomes, generating a qualified pipeline, advancing opportunities, and securing new client relationships to meet assigned objectives.

• Experience with complex, multi-stakeholder buying processes.

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

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

• Willingness and capability to travel as needed for client and business purposes.

• Preferred: Background in public sector defined benefits, defined contribution, retirement advice, and brokerage solutions.

• Preferred: Experience collaborating with benefits consultants and advisory firms.

• Preferred: Familiarity with total retirement outsourcing connected-benefits strategies.

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

• Must possess work authorization in the Employing Country that currently and in the future does not require visa sponsorship.

🏝️ Benefits

• Health, dental, and vision coverage available from Day One.

• Wellbeing programs.

• Retirement plans with matching contributions.

• Generous paid time off.

• Parental leave.

• Opportunities for continuing education.

• Career advancement possibilities.

• Flexible working arrangements when feasible.

• Competitive total rewards package.

• Ongoing education and training.

• Potential eligibility for bonuses and/or incentives.