Broadridge

Sales Executive – Retirement and Workplace

Broadridge

full-time

Posted on:

Location Type: Hybrid

Location: Denver • Colorado • United States

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Salary

💰 $115,000 - $140,000 per year

Job Level

SeniorLead

About the role

  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales processproposal developmentcontract negotiationconsultative salesanalytical skillsorganizational skills
Soft Skills
relationship buildingcommunication skillspresentation skillsproblem solvingnavigating complex organizations