- Thoroughly learn, understand, and present all Envestnet fiduciary products to prospective clients and partners.
- Work in partnership with the Wealth sales team to support new fiduciary sales through recordkeepers, investment managers, financial advisors and ENV advisor sales channels.
- Complete, review, and submit all proposal requests, investment mapping, and new plan onboarding materials.
- Work in partnership with the fiduciary operations team to ensure new plan onboarding is in good order.
- Provide sales partners with updated approved funds lists and sample lineups.
- Make outbound sales calls to generate sales pipeline for fiduciary sales.
- Respond to inbound sales inquiries, literature requests, and service issues.
- Track sales pipeline and closed sales in Salesforce and follow up as needed with sales partners.
- 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, understand and readily support Envestnet's established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.
- Bachelors degree in business, finance, or related field of study
- 3-5 years of experience in the financial services industry
- Excellent written and verbal communication skills
- Proven ability to self-manage, with strong organization skills and an attention to detail.
- 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.
-
Sales Consultant
1 week ago
Nexus Dynamics West Conshohocken, United StatesAbout the Company · For over 130 years, we have been manufacturing perfectly fitting lingerie with the finest craftsmanship, helping women look fantastic and feel comfortable at the same time. We are one of the world's largest producers of bodywear and lingerie, with a presence i ...
-
Financial Sales Consultant
3 weeks ago
PNC Financial Services Group Berwyn, United StatesPosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employ ...
-
Group Sales Consultant
1 week ago
Apple Leisure Group Newtown Square, United States Full timeAt Apple Leisure Group, we care for people so they can be their best. We deliver distinctive experiences for our guests, while providing a world of understanding and care. We strive to be the first choice in vacation travel, enriching lives and uniting the world. · Grow your care ...
-
Sales Consultant
1 week ago
Apex Dynamics Brooklawn, United StatesFor over 50 years, Mazda has been captivating Germany with innovative technologies and modern design concepts, offering vehicles for every need. Our employees are passionate about their work and have a strong understanding of our customers' desires. Our growing multi-brand compan ...
-
Sales consultant
1 week ago
Velocity Enterprises Willington, United StatesAre you characterized by solution-oriented thinking, a customer-oriented approach, and independent, ambitious action? Then join us and achieve your personal goals - and add a new chapter to the FÖRCH success story. · We are currently looking for a · Sales Consultant (m/f/d) · fo ...
-
Sales Consultant Full time
1 week ago
CarMax King of Prussia, United States Full time7271 - King of Prussia - 185 South Gulph Road, King of Prussia, Pennsylvania, 19406CarMax, the way your career should be Driven by the desire to provide an iconic customer experience · At CarMax, we ensure customers can buy the vehicles they want in a way that suits them. That ...
-
Jewelry Sales Consultant
4 days ago
Brilliant Earth King of Prussia, United States Part timeJob Description · Job DescriptionJewelry Consultant (Part Time) - King of Prussia, PA · Our Jewelry Consultants provide an exceptional experience for every Brilliant Earth customer. As a Jewelry Consultant you will guide the customer through the life of the sale through our engag ...
-
Jewelry Sales Consultant
3 days ago
Brilliant Earth King of Prussia, United StatesJewelry Consultant · Our Jewelry Consultants providean exceptional experience for every Brilliant Earth customer. As a Jewelry Consultant you will guide the customer through the life of the sale through our engaging sales platforms: in-person and virtualappointments, phones, or l ...
-
Jewelry Consultant- Sales
2 weeks ago
77 Consultants King of Prussia, United StatesJob Description · Job DescriptionAs a Jewelry Consultant, your role is pivotal in guiding customers through their journey of purchasing jewelry, providing them with personalized and memorable experiences. Your duties entail the following: · 1. Customer Guidance: You will assist c ...
-
Territory Sales Consultant
2 weeks ago
Critter Control King of Prussia, PA, United States Full timeOverview:Looking for a sales opportunity with an Industry Leading Wildlife Company? Are you someone who has high attention-to detail with outstanding communication and customer service skills? Does the idea of winning the sale through relationship-building and providing solutions ...
-
Luxury Sales Consultant
4 days ago
Blue Nile King of Prussia, United StatesJob Description · Job DescriptionAt Blue Nile, we believe that love deserves better. We are passionately driven to reimagine the fine jewelry experiences and disrupt the jewelry industry. From engagements to anniversaries, from welcoming a new child to the family to celebrating a ...
-
Sales Design Consultant
3 days ago
Tuff Shed Malvern, United States Full time"BUILD" YOUR CAREER WITH TUFF SHED · We are seeking a high-energy Sales Design Consultant (SDC) for our Malvern selling center. You will be responsible for the retail sales of Tuff Shed products and services to residential, commercial, and governmental customers. · DO YOU HAVE WH ...
-
Jewelry Sales Consultant
4 days ago
Brilliant Earth King of Prussia, United StatesJob Description · Job DescriptionJewelry Consultant - King of Prussia, PA · Our Jewelry Consultants provide an exceptional experience for every Brilliant Earth customer. As a Jewelry Consultant you will guide the customer through the life of the sale through our engaging sales pl ...
-
Sales & Design Consultant
1 day ago
Tuff Shed Malvern, PA, United StatesWe are seeking a high-energy Sales Design Consultant (SDC) for our Malvern selling center. You will be responsible for the retail sales of Tuff Shed products and services to residential, commercial, and governmental customers. · DO YOU HAVE WHAT IT TAKES TO BE A TUFF SHED SALES ...
-
Sales Design Consultant
1 day ago
Tuff Shed Malvern, PA, United States"BUILD" YOUR CAREER WITH TUFF SHED We are seeking a high-energy Sales Design Consultant (SDC) for our Malvern selling center. You will be responsible for the retail sales of Tuff Shed products and services to residential, commercial, and governmental customers. DO YOU HAVE WHAT I ...
-
Online Sales Consultant
1 week ago
Gerhard's Appliance Malvern, United StatesOnline Sales Consultant · Job Description · Gerhards Appliance – a family-run business for 75 years, is looking for an enthusiastic, professional, and motivated Sales Representative who will be responsible for selling product, meeting individual/store sales goals, and most impo ...
-
Sales consultant
1 week ago
Phoenix Industries Chesterbrook, PA, United States Freelance**Your-Entry** supports renowned partner companies in the telecommunications and energy industries with their personnel search for personal customer consulting in Chesterbrook, PA. We offer everyone the opportunity to enter the sales field · **Sales Consultant (m/f/d)**: · **Your ...
-
Financial Sales Consultant
3 weeks ago
PNC Financial Services Group Berwyn, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
-
Financial Sales Consultant
2 weeks ago
PNC Financial Services Group Berwyn, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
-
Financial Sales Consultant
2 weeks ago
PNC Financial Services Group Berwyn, United StatesPosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employ ...
Workplace Solutions Sales Consultant - Berwyn, United States - Envestnet
Description
Envestnet is seeking a passionate and talented Workplace Solutions Sales Consultant 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 Workplace Solutions Sales Consultant acts as a partner supporting Envestnet's Fiduciary Sales efforts. Sales Consultant employees are responsible for assisting the Sales teams with account review, onboarding, making outbound sales calls, and fielding inbound sales inquiries.
Job Responsibilities:
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 midsized 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:
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).
#LI-RT1
