Broadridge · 1 month ago
Account Executive (Remote)
United States
Full-time
Remote
New Grad, Entry Level
$25/hr - $27/hrBroadridge is a company dedicated to empowering others to accomplish more. They are seeking an Inside Sales Representative to work with wealth and retirement organizations, introducing and evangelizing their Fi360 software solutions to the marketplace.
BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
Responsibilities
Sales pipeline management
Generate and qualify new leads through phone, email and social media
Devise and implement creative outbound sales strategies to help fuel growth and build the sales pipeline
Track and report all prospecting and sales activities in a CRM
Contact new prospects and existing clients to discuss their needs, and explain how these needs could be met by specific products and services
Answer clients' questions about products, prices, availability, or credit terms
Emphasize product features based on analyses of clients' needs and on technical knowledge of product capabilities and limitations
Negotiate prices or terms of sales or service agreements
Identify prospective clients by using business directories, LinkedIn, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences
Select the correct products or assist customers in making product selections, based on customers' needs, product specifications, and applicable regulations
Collaborate with colleagues to exchange information, such as selling strategies or marketing information
Work with sales management team to ensure process is efficient
Work to exceed annual sales quotas and key performance indicators as assigned
Attend industry conferences as assigned
Perform additional duties as assigned
Qualification
Required
Sales background, with a passion for technology solution-based selling
Go-Getter. Willing to go the extra mile with a strong work ethic; self-directed and resourceful
Ability to deliver high call volumes in the pursuit of pipeline development goals
Entrepreneurial initiative that is motivated by building new customers and expanding upon existing relationships
Ability to overcome objections and bypass gatekeepers
Strong communication and relationship-building skills
Functional/technical skills Office 365
Experience with digital tools
Process management experience including CRM
Work independently as well as in a team environment
Communicate effectively both verbally and in writing
Preferred
Bachelor's degree preferred
Benefits
Bonus Eligible.
Commision Eligible.
Paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.
Company
Broadridge
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.
Founded in 1962
10001+ employees
H1B Sponsorship
Broadridge has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (109)
2024 (124)
2023 (83)
2022 (141)
2021 (100)
2020 (73)
Funding
Current Stage
Public CompanyTotal Funding
$3.05B2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M
Leadership Team
Timothy Gokey
Chief Executive Officer
Tyler Derr
Chief Technology Officer
Recent News
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2026-02-06
2026-02-03
FF News | Fintech Finance
2025-12-03
Company data provided by crunchbase