Segment Sales Director, Wealth Management
Kaplan Test Prep
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $64,819 - $162,047 per year
Job Level
About the role
- Create and execute strategic growth plan for B2B and B2B2C sales in collaboration with the Wealth Management marketing, product, and sales teams.
- Execute strategic initiatives and product launches at the sales team level as outlined by product, marketing, and sales leadership.
- Build and maintain key customer and industry relationships within an aligned segment of focus, to include attending client site meetings and other industry events.
- Deliver on financial objectives, including goal attainment and expense management, and follow the Kaplan Sales Process to maximize growth potential.
- Maintain accurate reporting and sales forecasting with CRM utilization to the EDS Vertical Markets.
- Track the progress of key initiatives and implementations; report results and recommended strategy changes to Sales Leadership.
- Internally impact and direct activity and results through a layered and matrixed organization by working cross-functionally and building internal partnerships with key stakeholders.
- Influence without authority across multiple levels of the sales organization, and work to improve sales organizational understanding of key industry trends, the competitive landscape, and our differentiated depth of solutions within their alignment.
- Ability and willingness to travel between 30-50% of the time. May require air and overnight travel.
Requirements
- Bachelor degree or equivalent with a focus in Business, Finance, Accounting, or related field
- 5+ Years' of Sales Experience, Key Account, National Accounts Management, Contracting, and/or Segment Specific Industry Experience
- Experience managing revenues across multiple sales channels in excess of $10M annually.
- Microsoft Office, Google Suite, CRM
- Financial and business acumen
- Effective and influential written and verbal communication skills
- Strategic orientation
- MBA preferred
- Any industry specific badges or credentials are a plus.
Benefits
- Remote work provides a flexible work/life balance
- Comprehensive Retirement Package automatically enrolled in The Company Contribution Plan (8-10% annual company contribution based on tenure)
- Our Gift of Knowledge Program provides tuition assistance and substantial discounts for our employees and close family members
- Comprehensive health benefits new hire eligibility starts on day 1 of employment
- Generous Paid Time Off includes paid holidays, vacation, personal, sick paid time-off, plus one (1) volunteer day and one (1) diversity and inclusion day to participate and give back to our local communities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales experiencekey account managementnational accounts managementcontractingrevenue managementfinancial acumenbusiness acumensales forecastingstrategic growth planningCRM utilization
Soft Skills
effective communicationinfluential communicationstrategic orientationrelationship buildingcross-functional collaborationproblem-solvinggoal attainmentexpense managementreportingstakeholder management
Certifications
Bachelor's degreeMBA