Retirement Plan Sales Consultant

March 15

Apply Now

Receive Emails with Similar Jobs

Brighton Jones

WebsiteLinkedInAll Job Openings

We are a team that helps our clients, colleagues, and the global community live richer lives.

Investments • Tax Strategies and Compliance • Trusts & Estates • Philanthropy • Risk Management

201 - 500

Description

• Develop and execute territory business plan, consistently achieving/exceeding annual sales goals by creating and managing a strong pipeline • Collaborate and partner with existing Advisors to manage plans and work with internal Teams/Advisors to mine existing and prospective clients • Sell to both new and existing clients proficiently, identifying targeted prospects and leveraging cold calling, emailing, or other creative tactics to get introduced and guide them through the sales process • Develop and maintain relationships with COIs inside the territory, expanding your network by working with external partners to access industry knowledge and key C-Level decision makers • Utilize Salesforce for opportunity updates, tracking, reporting, and self-management • Set appointments, prepare, and present sales presentations across all levels from staff to C-suite executives • Attends industry or relevant targeted prospect events • Travel domestically throughout the territory to meet with prospects

Requirements

• Bachelor’s degree preferred • 4+ years of outside B2B sales experience with a demonstrated proficiency in selling and presentation skills, prospecting, and territory management • Series 65 (or equivalent) required. Ability to obtain within 90 days of hire • Experience selling at the VP, Business Owner, CFO, COO, and CEO levels; preference given to candidates with Financial, Insurance, Benefits, or BPO Sales Experience • Ability to work independently as well as collaboratively with a team • Possesses a deep understanding of the sales process and sales lifecycle • Exhibits excellent time management skills, is a self-starter, and achieves goals with minimal direction and supervision • Thrives in a competitive sales environment; remains composed under pressure and is motivated by achieving and exceeding goals • Demonstrated ability in lead generation, with an assertive, positive, and persistent approach • Effective communication skills: ability to communicate through all mediums (verbal, listening, written) • Demonstrates business maturity, is personally impactful, and exhibits behavior consistent with Brighton Jones' values • Baseline proficiency in Microsoft Office Suite products required (Word, Excel, PowerPoint, Outlook); Salesforce experience preferred

Benefits

• Health care benefits (medical/dental/vision) • Retirement benefits • Paid time off (PTO) • Holiday flex-days, summer flex-days, company-paid holidays • Parental leave • Transportation benefits • Unlimited volunteer time off • Professional and personal wellbeing stipend • Other fringe benefits