Broadridge
Join to apply for the
Account Executive (Remote)
role at
Broadridge .
At Broadridge, we’ve built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career while helping others along the way, come join the Broadridge team.
We are seeking an Inside Sales Representative to join our dynamic team. At Broadridge you will work with the largest wealth and retirement organizations in the US and abroad, introducing and evangelizing our Fi360 software solutions to the marketplace. Our existing clients and relationships continuously seek new products from Broadridge. You will be on the cutting edge of omni‑channel digital solutions focused on Financial Advisors who are seeking to grow and monitor their book of business within their firms.
This is a remote role where you will work off‑site. Travel is limited and generally used for team learning, collaboration meetings and attending industry conferences.
Responsibilities
Sales pipeline management
Generate and qualify new leads through phone, email and social media
Devise and implement creative outbound sales strategies to help fuel growth and build the sales pipeline
Track and report all prospecting and sales activities in a CRM
Contact new prospects and existing clients to discuss their needs, and explain how these needs could be met by specific products and services
Answer clients’ questions about products, prices, availability, or credit terms
Emphasize product features based on analyses of clients’ needs and on technical knowledge of product capabilities and limitations
Negotiate prices or terms of sales or service agreements
Identify prospective clients by using business directories, LinkedIn, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences
Select the correct products or assist customers in making product selections, based on customers’ needs, product specifications, and applicable regulations
Collaborate with colleagues to exchange information, such as selling strategies or marketing information
Work with sales management team to ensure process is efficient
Work to exceed annual sales quotas and key performance indicators as assigned
Attend industry conferences as assigned
Perform additional duties as assigned
Qualifications
Sales background, with a passion for technology solution‑based selling
Bachelor’s degree preferred
Go‑Getter. Willing to go the extra mile with a strong work ethic; self‑directed and resourceful
Ability to deliver high call volumes in the pursuit of pipeline development goals
Entrepreneurial initiative that is motivated by building new customers and expanding upon existing relationships
Ability to overcome objections and bypass gatekeepers
Strong communication and relationship‑building skills
Functional/technical skills Office 365
Experience with digital tools
Process management experience including CRM
Work independently as well as in a team environment
Communicate effectively both verbally and in writing
Salary range $25.00- $27.00. Bonus Eligible. Commission Eligible.
Broadridge considers various factors when evaluating a candidate’s final salary including, but not limited to, relevant experience, skills, and education.
All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
Use of AI in Hiring As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.
#J-18808-Ljbffr
Account Executive (Remote)
role at
Broadridge .
At Broadridge, we’ve built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career while helping others along the way, come join the Broadridge team.
We are seeking an Inside Sales Representative to join our dynamic team. At Broadridge you will work with the largest wealth and retirement organizations in the US and abroad, introducing and evangelizing our Fi360 software solutions to the marketplace. Our existing clients and relationships continuously seek new products from Broadridge. You will be on the cutting edge of omni‑channel digital solutions focused on Financial Advisors who are seeking to grow and monitor their book of business within their firms.
This is a remote role where you will work off‑site. Travel is limited and generally used for team learning, collaboration meetings and attending industry conferences.
Responsibilities
Sales pipeline management
Generate and qualify new leads through phone, email and social media
Devise and implement creative outbound sales strategies to help fuel growth and build the sales pipeline
Track and report all prospecting and sales activities in a CRM
Contact new prospects and existing clients to discuss their needs, and explain how these needs could be met by specific products and services
Answer clients’ questions about products, prices, availability, or credit terms
Emphasize product features based on analyses of clients’ needs and on technical knowledge of product capabilities and limitations
Negotiate prices or terms of sales or service agreements
Identify prospective clients by using business directories, LinkedIn, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences
Select the correct products or assist customers in making product selections, based on customers’ needs, product specifications, and applicable regulations
Collaborate with colleagues to exchange information, such as selling strategies or marketing information
Work with sales management team to ensure process is efficient
Work to exceed annual sales quotas and key performance indicators as assigned
Attend industry conferences as assigned
Perform additional duties as assigned
Qualifications
Sales background, with a passion for technology solution‑based selling
Bachelor’s degree preferred
Go‑Getter. Willing to go the extra mile with a strong work ethic; self‑directed and resourceful
Ability to deliver high call volumes in the pursuit of pipeline development goals
Entrepreneurial initiative that is motivated by building new customers and expanding upon existing relationships
Ability to overcome objections and bypass gatekeepers
Strong communication and relationship‑building skills
Functional/technical skills Office 365
Experience with digital tools
Process management experience including CRM
Work independently as well as in a team environment
Communicate effectively both verbally and in writing
Salary range $25.00- $27.00. Bonus Eligible. Commission Eligible.
Broadridge considers various factors when evaluating a candidate’s final salary including, but not limited to, relevant experience, skills, and education.
All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
Use of AI in Hiring As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.
#J-18808-Ljbffr