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Yodlee Inc
, PA, United States
Envestnet is seeking a passionate and talented Sales Consultant - Wealth Solutions to join our Sales team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solut
Job Source: Yodlee IncEnvestnet | Retirement Solutions
, PA, United States
Description Envestnet is seeking a passionate and talented Sales Consultant - Wealth Solutions to join our Sales team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative techn
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Job Source: EquitableEmpowerU
Philadelphia, PA, United States
Description Position at EmpowerU Sales Solutions Engineer - EmpowerU FullBloom is actively seeking a highly skilled and experienced sales professional to join our team as a Solutions Engineer - EmpowerU for our Catapult Learning K-12 line of business. Reporting directly to our Senior Director of School Partnerships, the successful candidate will
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Description iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SaaS solutions, we accelerate and simplify insurance sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in the life insurance in
Job Source: iPipelineRazor Technology
Conshohocken, PA, United States
1 week ago Be among the first 25 applicants Job Description In this role, you will play a key part in supporting our sales team by designing and selling managed IT solutions, including helpdesk services, managed network solutions, and cloud solutions. You will also provide product management insights into various solutions as part of the Product
Job Source: Razor TechnologyTIAA
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Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their te
Job Source: TIAACGI Technologies and Solutions, Inc.
Plymouth Township, PA, United States
**Business Solution Consultant** **Category:** Business Consulting, Strategy and Digital Transformation **Main location:** United States, Pennsylvania, Plymouth Meeting **Position ID:** J0124-0942 **Employment Type:** Full Time **Position Description:** As an Business Solution Consultant, you are comfortable to engage with executives and are
Job Source: CGI Technologies and Solutions, Inc.Berwyn, PA, United States
Description
Envestnet is seeking a passionate and talented Sales Consultant - Wealth Solutions to join our Sales team. This position is expected to report to our Berwyn, PA office.
Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.
Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.
Job Summary:
The Sales Consultant - Wealth Solutions converts prospects to platform users in assigned region, activating and growing advisors. Provides high-touch sales support to drive assets and adoption of Financial Wellness Solutions. Responsible for lead qualification and follow-up.
Job Responsibilities:
Identify, profile, and engage advisors to open their first PMC, FSP, SMA, UMA or Exchange account
Provide high-touch sales support to drive assets, increasing number of AUM accounts on platform
Drive adoption of Financial Wellness Solutions
Deliver large group and one-on-one virtual training and education presentations
Act as liaison between advisor and ENV service teams
Coordinate with money managers to promote outsourced solutions to prospects
Partner with enterprise "in-house" resources to identify and convert prospects
Campaign call outs, lead generation, and lead vetting for regional team
Manage and direct hotline calls
Partner with marketing for content and messaging
Collaborate with the sales enablement team for sales training content curation and scripting
Foster productive working relationship with the sales operations team for region performance tracking and Salesforce reporting
Partner closely with business development teams to attract new clients that allow advisor interaction
Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested
As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
Required Qualifications:
Bachelor's Degree
5+ years of experience; prior experience in wholesaling, fee-based consulting, financial advisory, or brokerage necessary
Understanding of Insurance, Lending/Credit, and Retirement Products
Proven Ability to present financial wellness solutions through live phone and WebEx engagements
Excellent communication, presentation and telephone service skills
Proficient in financial services technology and ability to adapt to frequent technology enhancements
Base understanding of the fee-based advisory world, with willingness to learn more
About Us:
Envestnet is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back-office needs while leveraging our platform to grow their businesses and expand client relationships.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Why Choose Envestnet:
Be a member of a leading financial services and products innovation company
Competitive Compensation/Total Reward Packages that include:
Health Benefits (Health/Dental/Vision)
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401K - Company Match
Annual Bonus Incentives
Parental Stipend
Tuition Reimbursement
Student Debt Program
Charitable Match
Wellness Program
Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.
This position is eligible for a variable pay based on a sales incentive plan.
Envestnet is an Equal Opportunity Employer.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).
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Sales Consultant - Wealth Solutions jobs in Berwyn, PA, United States
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