Regional Account Executive (Sales)

TL;DR

Regional Account Executive (Sales): Collaborating with advisors and business owners to address financial wellness and retirement needs with an accent on consultative sales and relationship building. Focus on executing a sales process via phone and virtual meetings to develop long-term business relationships.

Location: Associate may work remote from Eastern Time Zone

Company

hirify.global is a leading financial services corporation.

What you will do

• Execute a sales process via phone and virtual meetings with intermediaries and plan sponsor decision makers.
• Provide subject matter expertise on retirement benefits and investment options.
• Collaborate with internal partners to build and execute a coordinated territory-level business plan.
• Implement segmentation and client coverage model to strengthen relationships with Retirement Leaders.
• Utilize communication and presentation skills to deliver marketing campaigns and business insights.

Requirements

• Established experience in consulting, sales, or the financial service industry.
• Series 7 & 63 required, with study time allowed within 2 months of hire.
• Excellent sales skills including rapport building and strategic prospecting.
• Knowledge of Financial Services, Employee Benefits, or Human Resources Industry.
• Ability to thrive in a fast-paced, team-oriented environment.