(Junior) AI Sales Consultant developing scalable AI solutions for clients. Driving strategic advisory and customer development in AI and automation sectors.
SF
Hybrid VP, Regional Account Executive – 401K Sales
Posted 4 months ago
About the role
- Regional Account Executive working with advisors and business owners to enhance financial wellness and retirement solutions. Utilizing consultative sales processes to guide customer needs and build relationships.
Responsibilities
- Collaborate with advisors, third party administrators, and business owners
- Serve as the primary point of engagement for advisors and small business decision makers
- Provide thought leadership and improve client dedication with Financial Advisors
- Influence success via warm leads and customer needs identification
- Guide retirement benefits strategies using provided tools and solutions
- Develop and manage a pipeline of business in a specific territory
Requirements
- Established experience and success in consulting, sales or the financial service industry
- Series 7 & 63 (with study time to obtain within 2 months of hire)
- Excellent sales skills: rapport building, active listening, qualification questioning, objection stabilizing, strong presentation delivery, strategic prospecting, territory management
- Knowledge of the Financial Services, Employee Benefits, or Human Resources Industry
- Strong project and time management skills
- Ability to thrive in fast paced and team-oriented environment
Benefits
- Ongoing training
- Collaborative work environment
- Opportunities for career development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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