Director, Sales & Client Relations

🔥 vor 23 Stunden

🇺🇸 Vereinigte Staaten – Remote

⏰ Vollzeit

🔴 Experte

🤑 Vertrieb

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ALM First

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51 - 200 Mitarbeiter

ALM First ist ein führender, vertrauenswürdiger strategischer Partner für Finanzberatungsdienstleistungen. Mit rund 70 Milliarden US-Dollar an verwalteten Investitionen ist ALM First ein von der SEC registrierter Anlageberater, der als unabhängiger Dritter provisionsfreie und gebührenbasierte Dienstleistungen für mehr als 300 Banken und Kreditgenossenschaften im ganzen Land anbietet.

Beschreibung

• Own and drive a defined Eastern Region territory — independently developing and executing a comprehensive strategy to identify, target, and win new business. • Drive aggressive new business prospecting through cold calling, targeted outreach, and face-to-face meetings — consistently building and filling a robust pipeline of net-new opportunities. • Develop sales presentations for delivery to prospective clients • Create and deliver proposals to prospective clients. • Utilize company resources as needed to secure commitments. • Ensure successful handoff of new clients to financial advisory teams • Attend industry events and trade shows for the purpose of generating leads and closing sales • Stay informed on industry trends, changes in industry regulations and the competitive landscape • Work with management and product development team to refine existing products as needed • Consistently generate new depository advisory clients and exceed targeted revenue goals through disciplined prospecting and follow-through.

🎯 Anforderungen

• Experience in strategic sales planning and execution. • Knowledge of contracting, negotiating, and change management. • Experience selling to C-Suite Executives, ideally CEO/CFO/CLO/Finance or Lending professionals • Fundamental understanding of finance and banking, capital markets, lending or treasury functions • Work requires professional written and verbal communication and interpersonal skills • Ability to motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects • PC/Windows-based software experience required with proficiency in Word, Excel and PowerPoint. • Demonstrated track record of aggressive external business development, including extensive cold calling, pipeline management, and CRM software proficiency. • Product training and product demonstration experience required.

🏖️ Vorteile

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development