Requirements
- Bachelor’s degree and 2-5 years of sales experience meeting quotas, ideally in financial services, fintech, retirement services, asset/investment management, or related fields.
- Demonstrated success in achieving or surpassing sales goals in a consultative, solution-based sales environment.
- Excellent discovery, communication, and presentation abilities with the capacity to persuade key decision-makers.
- Experience with CRM platforms like Salesforce and familiarity with sales engagement or prospecting tools.
- Strong organizational skills and meticulous attention to detail.
- Ability to excel in a fast-paced, dynamic environment and effectively manage multiple priorities.
- Comfort with navigating uncertainty.
- Entrepreneurial mindset to introduce best practice ideas to the team.
Nice to Have
- Knowledge of the retirement or financial services industry.
Benefits
- Competitive salary and benefits package.
- Group medical, dental, and vision insurance.
- Employer-paid life and disability insurance.
- Annual well-being stipend.
- Eligibility to contribute to a 401(k) plan with advantageous employer contributions.
Compensation
Competitive
Work Arrangement
Hybrid — Las Vegas, NV, Boston, MA
Team
Subsidiary of a larger organization
Required
- Bachelor’s degree and 2–5 years of quota-carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.
- Proven track record of meeting or exceeding sales targets in a consultative, solution-based selling environment.
- Strong discovery, communication, and presentation skills with the ability to influence decision-makers.
- Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.
- Strong organizational skills and attention to detail.
- Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
- Comfortable navigating ambiguity.
- Entrepreneurial mindset to bring best practice ideas to the team.
Preferred
Knowledge of the retirement or financial services industry is a plus.
Benefits
- Competitive compensation package
- Group medical, dental and vision insurance
- Employer-paid life and disability insurance
- Annual well-being stipend
- Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement
Not specified
