Personal Lines Account Executive managing policies and ensuring quality service for clients at Patriot Growth Insurance Services. Focusing on risk evaluation and account management in the insurance sector.
About the role
- Market Sales Executive managing key client relationships and complex sales cycles for Broadridge's financial services. Driving sales results through strategic account planning and business development efforts at senior levels.
Responsibilities
- Identify new business opportunities within existing clients by cold calling and leveraging existing internal and external relationships
- Independently oversee and complete all aspects of the sales process, from pre-qualification to completion
- Follow a 'Playbook' approach that includes the development of business cases and pricing, utilizing complex internal models
- Provide direction internally by recommending enhancements to current product set and business processes
- Lead all relative activities and alignment of required resources across Broadridge to ensure the successful and timely closing of sales
- Be accountable for and take ownership of all objectives, deliverables and commitments to these clients and internal stakeholders related to the execution of new business
- Develop strategic account plans to identify opportunities to grow pipeline, sell appropriate Broadridge products and services and maximize revenue
- Maintain a constant awareness of current and planned development of Broadridge products and continuously engaged with clients to keep them abreast of product information
- Provide management with all requested sales reports and supporting correspondence, including the utilization of the sales management tool [Salesforce.com]
- Attend trade shows, conferences or other industry-related events
Requirements
- BS in business or related field
- MBA preferable
- Prior success selling to senior level financial services executives
- 8-10 years of experience
- 10+ years of Broker-Dealer Sales Experience, preferably in front office, middle office or connectivity spaces
- Ability to build, foster and maintain key strategic relationships within prospect accounts, including senior client relationships at CxO levels
- Ability to work within a collaborative environment to achieve results
- Strong investment industry knowledge and existing network of relationships
- Excellent interpersonal, communication, presentation and negotiation skills
- Self-starter with attention to detail and strong time and territory management skills
Benefits
- Comprehensive benefit offerings
- Professional development opportunities
- Flexible working arrangements
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