Account Executive – Fi360 – Direct to Advisors Sales
| Company | Broadridge |
|---|---|
| Location | Coppell, TX, USA, Pittsburgh, PA, USA |
| Salary | $25 – $27 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Sales background, with a passion for technology solution-based selling
- Ability to deliver high call volumes in the pursuit of pipeline development goals
- Entrepreneurial initiative that is motivated by building new customers and expanding upon existing relationships
- Ability to overcome objections and bypass gatekeepers
- Strong communication and relationship-building skills
- Functional/technical skills Office 365
- Experience with digital tools
- Process management experience including CRM
- Work independently as well as in a team environment
- Communicate effectively both verbally and in writing
Responsibilities
- Sales pipeline management
- Generate and qualify new leads through phone, email and social media
- Devise and implement creative outbound sales strategies to help fuel growth and build the sales pipeline
- Track and report all prospecting and sales activities in a CRM
- Contact new prospects and existing clients to discuss their needs, and explain how these needs could be met by specific products and services
- Answer clients’ questions about products, prices, availability, or credit terms
- Emphasize product features based on analyses of clients’ needs and on technical knowledge of product capabilities and limitations
- Negotiate prices or terms of sales or service agreements
- Identify prospective clients by using business directories, LinkedIn, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences
- Select the correct products or assist customers in making product selections, based on customers’ needs, product specifications, and applicable regulations
- Collaborate with colleagues to exchange information, such as selling strategies or marketing information
- Work with sales management team to ensure process is efficient
- Work to exceed annual sales quotas and key performance indicators as assigned
- Attend industry conferences as assigned
- Perform additional duties as assigned
Preferred Qualifications
- Bachelor’s degree preferred