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Brighton Jones · 2 weeks ago

Retirement Plan Sales Consultant

Seattle, WA

Full-time

Onsite

Mid Level

$80K/yr - $120K/yr

4+ years exp

Brighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives. They are seeking a talented B2B sales expert to sell their Retirement Plan Advisory Services to companies and organizations, focusing on developing relationships with key decision-makers and achieving sales goals.

Financial Services

Growth Opportunities

Responsibilities

Develop and execute territory business plan, consistently achieving/exceeding annual sales goals by creating and managing a strong pipeline

Collaborate and partner with existing Advisors to manage plans and work with internal Teams/Advisors to mine existing and prospective clients

Sell to both new and existing clients proficiently, identifying targeted prospects and leveraging cold calling, emailing, or other creative tactics to get introduced and guide them through the sales process

Develop and maintain relationships with COIs inside the territory, expanding your network by working with external partners to access industry knowledge and key C-Level decision makers

Utilize Salesforce for opportunity updates, tracking, reporting, and self-management

Set appointments, prepare, and present sales presentations across all levels from staff to C-suite executives

Attends industry or relevant targeted prospect events

Travel domestically throughout the territory to meet with prospects

Qualification

B2B sales experienceSalesforce proficiencySeries 65 certificationLead generationPresentation skillsBusiness maturityMicrosoft Office SuiteTime managementEffective communicationTeam collaboration

Required

4+ years of outside B2B sales experience with a demonstrated proficiency in selling and presentation skills, prospecting, and territory management

Series 65 (or equivalent) required. Ability to obtain within 90 days of hire

Experience selling at the VP, Business Owner, CFO, COO, and CEO levels; preference given to candidates with Financial, Insurance, Benefits, or BPO Sales Experience

Ability to work independently as well as collaboratively with a team

Possesses a deep understanding of the sales process and sales lifecycle

Exhibits excellent time management skills, is a self-starter, and achieves goals with minimal direction and supervision

Thrives in a competitive sales environment; remains composed under pressure and is motivated by achieving and exceeding goals

Demonstrated ability in lead generation, with an assertive, positive, and persistent approach

Effective communication skills: ability to communicate through all mediums (verbal, listening, written)

Demonstrates business maturity, is personally impactful, and exhibits behavior consistent with Brighton Jones' values

Baseline proficiency in Microsoft Office Suite products required (Word, Excel, PowerPoint, Outlook); Salesforce experience preferred