Sales Executive – Retirement and Workplace

Job not on LinkedIn

🕒 February 28

🏢🏡 Denver – Hybrid

💵 $115k - $140k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🧑‍💼 Account Executive

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Broadridge

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 2007

💸 Finance

💳 Fintech

🤝 B2B

💰 Post-IPO Debt on 2023-08

Finance • Fintech • B2B

Broadridge is a global technology leader providing expert solutions for the financial services industry. With over five decades of experience, Broadridge helps asset management firms, institutional investors, and various financial services providers manage operational risk, enhance investor communications, and simplify portfolio and regulatory management. The company offers services across areas such as capital markets, consumer finance, insurance, and telecom, focusing on streamlining client and customer communications, data management, and analytics to optimize business operations and compliance. Broadridge is renowned for its innovative technology solutions that drive business transformation and operational efficiency for its clients, aiming to improve financial and corporate governance, investor insights, and communication strategies.

📋 Description

• Sales of Trading, Trust, and Custody solutions, including CIT solutions, to clients in the retirement and wealth industry. • Establish, build, and maintain relationships with clients with the goal of a positive and productive long-term relationship. • Identify new business opportunities within new and existing clients. • Maintain account relationships, grow existing relationships, and cross sell additional services into account base. • Lead the sales process from origination through to close, including qualification, executive presentations, proposal development, and contract negotiation. • Collaborate with other Broadridge sales and account management teams. • Partner with internal resources to provide the necessary expertise and support during the sales and solutioning process, including legal, finance, product, and senior management. • Represent Broadridge at industry conferences and regional events. • Travel to prospect and client sites.

🎯 Requirements

• 10+ Years of experience in the retirement industry • Existing network of relationships in the retirement industry • Ability to build, foster, and maintain key relationships, including senior executive level relationships • Proven track record of success in achieving / exceeding sales quotas • Ability to effectively navigate complex organizations • Ability to handle multiple strategic client accounts • Excellent presentation, written and oral communication skills • Ability to take a consultative sales approach to problem solving with existing and prospective clients • Ability to communicate effectively with internal and external stakeholders • Strong analytical and organizational skills • Strong MS Excel, MS Word and PowerPoint skills • Strong technical foundation; ability to use CRM, MS Office, social tools, etc. • Willing to travel frequently to for clients and prospect meetings.

🏖️ Benefits

• Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role. • All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.