Proposition Sales Specialist - Wealth

As a subject matter expert to pre-sales and pursuit activities, the Associate Proposition Sales Specialist role will focus on all sales (new, cross-sells, up-sells) for our Wealth Management business in a given territory driving opportunities within both existing and new customers. You will lead on deals aligned to specific products and customer types as well as serve accounts within a defined territory. The role works in close partnership with internal stakeholders as well as Senior Regional Proposition Sellers to proactively drive gross sales and revenue. 

Role Responsibilities  

• Structure, negotiate and close deals 

• Proactively identify pipeline opportunities 

• Develop a sales strategy for their territory 

• Deliver customer demonstrations on our suite of Wealth Solutions 
   

Qualifications and Experience Required  

• Strong Wealth Management understanding including a) expert understanding of financial markets b) strong understanding of customers' business model workflow 

• World class selling skills (identify, develop, & articulate proposition/ consultative selling) 

• Creative thinker and good sales ideation skills 

• Exceptional Presentation skills (verbal & written) 

• Strong interpersonal skills 

• Ability to organize and execute a sales plan 

• 1 to 2 years of industry, sales or market experience 

• Proven track record in a quota bearing sales environment 

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