Retirement Plan Sales Consultant at Brighton Jones

Seattle, Washington, United States

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Bachelor’s degree preferred
4+ years of outside B2B sales experience with demonstrated proficiency in selling and presentation skills, prospecting, and territory management
Series 65 (or equivalent) required; ability to obtain within 90 days of hire
Experience selling at the VP, Business Owner, CFO, COO, and CEO levels; preference for Financial, Insurance, Benefits, or BPO Sales Experience
Ability to work independently as well as collaboratively with a team
Deep understanding of the sales process and sales lifecycle
Excellent time management skills; self-starter who achieves goals with minimal direction and supervision
Thrives in a competitive sales environment; remains composed under pressure and is motivated by achieving and exceeding goals
Demonstrated ability in lead generation with an assertive, positive, and persistent approach
Effective communication skills across all mediums (verbal, listening, written)
Business maturity; personally impactful and exhibits behavior consistent with Brighton Jones' values
Baseline proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); Salesforce experience preferred

Responsibilities

Develop and execute territory business plan, consistently achieving/exceeding annual sales goals by creating and managing a strong pipeline
Collaborate and partner with existing Advisors to manage plans and work with internal Teams/Advisors to mine existing and prospective clients
Sell to both new and existing clients proficiently, identifying targeted prospects and leveraging cold calling, emailing, or other creative tactics to get introduced and guide them through the sales process
Develop and maintain relationships with COIs inside the territory, expanding network by working with external partners to access industry knowledge and key C-Level decision makers
Utilize Salesforce for opportunity updates, tracking, reporting, and self-management
Set appointments, prepare, and present sales presentations across all levels from staff to C-suite executives
Attend industry or relevant targeted prospect events
Travel domestically throughout the territory to meet with prospects

Skills

B2B Sales

Retirement Plans

Prospecting

Cold Calling

Pipeline Management

Territory Planning

C-Level Selling

Sales Process

Brighton Jones

Wealth management and financial planning services

About Brighton Jones

Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. Their approach includes comprehensive financial planning and management, helping clients align their financial resources with their personal values and life goals. They serve a diverse range of clients, from those with less than $500,000 in assets to those with over $10,000,000, including savvy investors and families focused on financial education. Brighton Jones differentiates itself from competitors by emphasizing a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their goal is to help clients thrive by offering tailored financial strategies that integrate all aspects of their financial lives.

Seattle, WashingtonHeadquarters

1999Year Founded

VENTURE_UNKNOWNCompany Stage

Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Vacation

Paid Holidays

Parental Leave

Commuter Benefits

Wellness Program

Risks

Robo-advisors' low-cost services may attract Brighton Jones' tech-savvy clients.

DIY financial planning tools could reduce demand for traditional advisory services.

Investments in volatile sectors expose Brighton Jones to significant market risks.

Differentiation

Brighton Jones acts as a Personal CFO, offering comprehensive financial planning services.

They emphasize a holistic approach, integrating personal values with financial goals.

Their client-centric model serves a diverse clientele, from small investors to high-net-worth individuals.

Upsides

Growing demand for ESG investing aligns with Brighton Jones' holistic approach.

Aging population increases demand for retirement planning, benefiting Brighton Jones' services.

AI integration in wealth management enhances personalized client experiences, a strength for Brighton Jones.

Land your dream remote job 3x faster with AI

Try Jobo Free