Sales Strategist

2 days ago

Caloocan City, National Capital Region, Philippines beBeeFinancial Full time $80,000 - $120,000
Job Overview

We are seeking a Sales Strategist to promote our services to Registered Investment Advisors. This role is responsible for acquiring new clients or growing existing revenue within the assigned territory.

This position collaborates with sales management to develop and execute territory sales plans, increasing sales and retention of assets. The strategist will also represent our products to advisors, enabling them to identify benefits relative to competitors.

Main Responsibilities:
  • Develop and implement territory sales plans to achieve sales goals
  • Represent our products and services to Registered Investment Advisors
  • Develop new revenue opportunities and capitalize on referrals
  • Build and maintain relationships with RIA firms and their advisors
  • Monitor and analyze sales activity reports to inform sales management
Qualifications:
  • Excellent knowledge of financial services offerings and policies
  • Demonstrated ability to interact with high-level decision-makers
  • Leadership skills to provide a positive work environment
  • Strong sales skills, including negotiation and persuasion
  • Minimum of 3 years of experience in a field-based territory sales position selling financial services
  • Series 65 license

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