Wealth Business Development Sales Executive
New
A
AlightWealth Management
United StatesFull-TimeSenior
Salary160,000 - 175,000 USD per year
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Job Details
- Required Skills
- Business DevelopmentCRM
Requirements
- FINRA Series 7 and 66 licenses, or willingness and eligibility to obtain applicable licenses.
- Enterprise business-development or sales experience in retirement, benefits, HR outsourcing, or a related market.
- Demonstrated success generating qualified pipeline and winning new client relationships.
- Experience navigating complex, multi-stakeholder buying processes.
- Strong discovery, executive communication, presentation, negotiation, and forecasting skills.
- Ability to translate client needs into differentiated business and solution value.
- Willingness and ability to travel based on client and business needs.
Responsibilities
- Achieve assigned annual new business revenue, pipeline creation, and qualified opportunity quotas.
- Develop and execute targeted account and market-development plans.
- Identify priority organizations, buyers, influencers, consultants, and market events.
- Lead early-stage discovery to understand business priorities, buying criteria, stakeholders, and competitive dynamics.
- Apply a consistent qualification methodology to determine pursuit viability.
- Partner with sales, solution, pricing, proposal, and legal teams to shape pursuit and proposal strategies.
- Build trusted relationships with senior HR, benefits, finance, procurement, and executive stakeholders.
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