Proposition Sales Specialist - Wealth
$87k - $145kLSEG
Role Responsibilities Structure, negotiate and close deals Proactively identify pipeline opportunities Develop a sales strategy for the territory Deliver customer demonstrations of Wealth Solutions Qualifications and Experience Required Strong Wealth Management understanding including: expert understanding of financial markets and strong understanding of customers' business model workflow World class selling skills (identify, develop, & articulate proposition / consultative selling) Creative thinker and good sales ideation skills Exceptional presentation skills (verbal & written) Strong interpersonal skills Ability to organize and execute a sales plan 1 to 2 years of industry, sales or market experience Proven track record in a quota-bearing sales environment Career Stage Senior Associate Compensation and Benefits Information Base salary: $87,000 - $145,000 (may vary by geographic location, city, and state). Eligible for a variable incentive compensation plan. Individual salary will reflect job-related knowledge, skills, and experience. Benefits include: Annual Wellness Allowance, Paid time-off, Medical, Dental, Vision, Flex Spending & Health Savings Options, Prescription Drug plan, 401(K) Savings Plan with company match, basic life insurance, disability benefits, emergency backup dependent care, adoption assistance, commuter assistance, and more. Equal Employment Opportunity & Accommodations LSEG is committed to supporting emotional, physical, financial, and societal well-being. We provide a range of support from healthcare and retirement planning to paid volunteering days and consumer discounts. We also make reasonable accommodations for applicants and employees with disabilities. If an accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your recruiter know, so we can ensure you perform at your best. We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone's race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy, or disability, or any other basis protected under applicable law. We comply with applicable laws and can accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. #J-18808-Ljbffr LSEG
$84.7k - $141.3k
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- ...of frontier AI within the world's leading asset management and wealth management firms. Your role will involve building strategic relationships... ...revenue. The ideal candidate should possess enterprise sales experience in the asset management sector, with a capability to...
$32 - $43 per hour
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A financial advisory firm in San Francisco seeks an Associate Wealth Advisor to enhance client relationships through comprehensive financial planning. Responsibilities include developing personalized investment strategies, maintaining client databases, and collaborating...- Goldman Sachs in San Francisco is seeking dedicated administrative support for Top Private Wealth Advisors. The ideal candidate will manage complex calendars, coordinate meetings, and handle confidential information with discretion. The role requires at least 5 years of...
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First Citizens Wealth in San Francisco is seeking a Wealth Client Specialist to support Fiduciary Officers and enhance client service. You will handle service-related... ...school diploma along with relevant experience in sales or customer service. This position offers a...Hourly pay- Goldman Sachs Group, Inc. is seeking an experienced administrative professional to support their Private Wealth Advisors in San Francisco. This role requires handling complex calendars, coordinating high-level meetings, and managing confidential client information. Ideal...Work at officeImmediate start
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- Private Wealth Client Relationship Manager - Bank of America Corporation, San Francisco, CA Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Contract workWork experience placementWork at officeImmediate startWork from homeHome officeShift workDay shift
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- ...Sales Development Representative at Slope As one of our key hires within GTM, you will be at the forefront for growth at Slope,... ...Develop a strong understanding of the Slope product suite and value proposition. Drive awareness for Slope through identifying and...
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...Sales Development Representative Clearstory is looking for a high energy and dynamic Sales Development Representative, with Construction... ...new people every single day and explain the Clearstory value propositions. ~ The courage to challenge the status quo when logic and...For contractorsWork at officeImmediate start$167.5k - $251.2k
...Sales Development Representative At TE, you will unleash your potential working with people from diverse backgrounds and industries... ...contracts. ~ Skilled at communicating and leveraging value propositions. ~ Ability to understand the big picture, uncover customer...WorldwideOverseasAfternoon shift$50k
...home health. Job Overview We are searching for an exceptional Sales Development Representative who lives for the hunt and thrives in... ...hygiene. Product Expertise: Master Roger's AI platform value proposition, articulating how it saves clinicians time and improves patient...Flexible hours- ...Sales Development Representative At Vanta, our mission is to help businesses earn and prove trust. We believe that security should... ...management Develop a deep understanding of Vanta's value proposition and products to effectively communicate their benefits to prospects...Work experience placementWork at officeImmediate startRemote workFlexible hours3 days per week
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...just work a list Who We're Looking For You've come out of a sales environment SDR, BDR, agency, RPO and you know how to build and... ..., confident on calls, able to articulate a complex value proposition quickly You can start within 23 weeks and are already based...Immediate startRemote workFlexible hours$30 - $37 per hour
...Sales Development Representative, Mavens At Komodo Health, our mission is to reduce the global burden of disease. We believe that... ...deep working knowledge of your assigned territory and the value proposition of Mavens offerings within it. You will accomplish these...Hourly payFor contractorsWork experience placementWork at officeLocal areaFlexible hours$75k - $300k
...message the job poster from RUBIN FINANCIAL GROUP Wealth & Retirement Protection Integrated Financial Strategist | Tax Mitigation Specialist | Attorney | MBA | Entrepreneur | Agency Owner Rubin… Rubin Financial Group | Remote Sales | Commission-Based | Independent Contractor...Full timeFor contractorsRemote workWork from homeFlexible hours- JPMorgan Chase & Co. is seeking a Private Client Advisor in San Francisco, CA. This role involves delivering comprehensive financial planning and advice to a diverse range of clients. You will be responsible for building client relationships, providing personalized investment...
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