Job Information
Broadridge Financial Solutions Account Executive Fi360 - Direct to Advisors Sales (Remote) in Coppell, Texas
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team.
Position Summary: We are seeking an Inside Sales Representative to join our dynamic team! At Broadridge you will work with the largest wealth and retirement organizations in the US and abroad introducing and evangelizing our Fi360 software solutions to the marketplace. Our existing clients and relationships continuously seek new products from Broadridge. You will be on the cutting edge of omni-channel digital solutions focused on Financial Advisors who are seeking to grow and monitoring their book of business within their firms.
This is a remote role where you will work off-site. Travel is limited and generally used for team learning, collaboration meetings and attending industry conferences.
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.
Qualifications:
Sales background, with a passion for technology solution-based selling
Bachelors degree preferred
Go-Getter. Willing to go the extra mile with a strong work ethic; self-directed and resourceful
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
Salary range $25.00- $27.00 Hourly. Commision Eligible. Bonus Eligible.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Please visitwww.broadridgebenefits.comfor more information on our comprehensive benefit offerings.
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We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates everyones unique perspective.
US applicants: Clickhere (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) to view the EEOC " Know Your Rights " poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com .
Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.
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Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive , and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.
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