Remote Sales Executive - Retirement/401k Vertical

Data Analysis Inc.

5d•$165 - $200•Remote

About The Position

The Sales Executive will partner with clients to understand their needs and deliver customized value-added solutions to solve customers’ strategic business priorities. The person in this position will participation in a range of duties such as prospecting, presenting, proposal submission and closing sales to new and existing customers.

Requirements

10 years of proven sales, business development, and creating strategic partnership success in data analytics and SAAS, for the Financial Services Industry (including Banking, Life Insurance, Institutional, Defined Contribution, etc).
Experience selling large, multi-million-dollar contracts to large organizations.
Experience in CRM tools and Salesforce.

Responsibilities

Present and sell Company’s products and services to Fortune 500 accounts in the Financial Services - Retirement (401k) industry.
Follow through on tactical sales plan of the Company, including:
Identify sales opportunities.
Prepare and configure presentations, proposals, and sales contracts for prospects.
Subject matter expert for all products and services offered by Company, and is knowledgeable on Financial Service industry’s needs and trends around customer communications.
Utilizes Salesforce on a daily basis to keep prospect and client activities up to date. Reports will be generated by management to track daily prospecting calls, meetings, proposals, estimated pipeline of proposal revenue, closing ratios, and other important sales activity data.
Communicate new product and service opportunities, special developments, and new technology to clients and prospects.
Responsible for establishing and maintaining the relationship with clients, which includes continuously meeting with clients.
Oversee all pricing related issues, questions, proposal, and change orders for prospects and clients, as well as review and approve related invoices.
Participate in marketing events such as seminars, trade shows, and telemarketing events.
Perform other duties as assigned.
Experience selling into Financial Services - Retirement (401k) providers, required.