Seeks new business or new product sales through new account acquisition and/or penetration of new buyer hubs
Drives sales in target area/segment while leveraging solution selling skills to maximize opportunity value
Inspires confidence in customers through domain expertise
Conducts high-efficiency, high-output prospecting; collaborates effectively with lead-gen, account management, and other colleagues
Excels in advancing opportunities through sales stages; exceeding close rate expectations by anticipating obstacles and late-stage delays
Manages administrative requests such as proposals, benchmark calculators, and salesforce related tasks

Degree or equivalent
Moderate experience of new business development and quota-bearing sales role within a defined segment.

Sales Specialist, Wealth Solutions

Key skills