Field Sales Executive - Retirement Managed Services - Remote

Overview

You will leverage your understanding of the retirement services industry, business, financials, and customer needs to drive ftwilliam.com Managed Services/Business Process Outsourcing (BPO) sales within your territory.

In Short

• Sell ftwilliam.com Managed Services offerings in a defined territory.
• Partner with the Managed Services Team and Account Manager for customer retention.
• Develop an understanding of the retirement plan administration market.
• Utilize Salesforce.com for pipeline management and forecasting.
• Prospect and develop new Managed Services business.
• Maintain high activity prospecting practices to meet KPIs.
• Attend national and local tradeshows for booth coverage.
• Submit timely reports to Sales Management.
• Collaborate with Account Manager and Customer Service to resolve issues.
• Support team and corporate goals.

Requirements

• Bachelor’s Degree or equivalent experience.
• 3+ years of quota-driven sales experience.
• Knowledge of the Retirement industry preferred.
• Proficiency with Microsoft Office and Salesforce.com.
• Willingness to travel, typically less than 10%.

Benefits

• Dynamic global technology company environment.
• Opportunities for personal and professional growth.
• Inclusive culture focused on diversity and well-being.
• Employee well-being programs and resources.
• Recognition for employee contributions and achievements.