Sales Executive – Retirement and Workplace

Role Overview

• 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.