Sr. Sales Executive (West Coast-California, Oregon, Washington, Nevada and Arizona )

Sr. Sales Executive

The Sr. Sales Executive will report to the Sr. Director, Head of Strategic Accounts in the Sales-Custody Services Department or Sales - Consumer Directed Benefits Department. This role is responsible for building our business in the national accounts, middle markets, small group markets, distribution channel, group insurance and specialty products areas. This role will also have the responsibility of developing relationships with the broker/consultant communities and direct to plan sponsors in assigned territory. Managing all business development efforts including marketing, communications, training, and competitive analysis. This role is expected to be in market and travel to key markets will be part of the strategy.

Sales and Account Management experience of 7+ years in the benefits, consulting and financial services industry required. The ideal incumbent will have a proven ability to identify and close profitable business opportunities and manage a defined territory. Additionally, the Sr. Sales Executive will be responsible for developing an extensive network of contacts and relationships within the investor community to identify new leads and manage pipelines while researching and creating an in-depth understanding of their assigned territory, alternative assets, and the services we offer.

Responsibilities include cultivating strong, productive, and influential relationships with brokers/consultants, customers, and peers focusing on the larger or more complex accounts/prospects. Implementing strategies necessary to attain sales objectives in assigned areas. Managing complex negotiations, positioning products, rate levels, and expanded product portfolios to increase sales and maximize revenue. Managing the integration of client's and internal organizations to meet client's installation needs and close the deal. Identifying various ways to partner with the client by drawing from the entire spectrum of product line. Gaining understanding of client's multifaceted needs and recommending appropriate benefits of the full product array. Promoting sales through in-person and virtual client meetings and industry conferences. Managing the entire sales process from lead through close. Generating cross-selling opportunities by maintaining strong working relationships with other lines of business. Assuming responsibility for updating Salesforce, including pipeline management, for respective relationships after the initial sales contact has been completed. Other duties as assigned.

Years of Experience: 7-10 years of experience in field sales, account management benefits consulting or financial services industry required. Degree: Bachelor's Degree in Finance, Communications, Business, Marketing, or related field. Certification: N/A. Skills & Abilities: Strong financial industry experience with an understanding of alternative assets, including but not limited to hedge funds, fund of funds, private equity and debt and marketplace lending. Demonstrated business to business sales experience. A proven track record of success in sales and extensive prospecting experience. Strong consultative selling skills with the ability to provide solutions, negotiate and build relationships with clients at all levels. Strong time management, organizational and planning skills. Ability to mobilize internal networks and resources. Ability to leverage existing relationships in the industry. Excellent analytical skills with a proactive nature. An affinity for accuracy and efficiency. Strong verbal and written communication skills. An aptitude for prioritization and multi-tasking. Strong interpersonal and collaboration skills. A drive to learn and apply new concepts quickly. Experience with Salesforce CRM preferred.