Our client consolidates hundreds of billions of dollars in assets for over 100,000 clients. Holdings are updated from over 1,500 financial institutions, and the system plays a major role in the life of firms in three countries and all fifty states. In a manner unparalleled by any other system,they have helped advisors increase assets under management, identify product opportunities, and win the confidence and loyalty of the clients they serve.

Requirements:

3 + years experience in sales of software to financial advisors.

Product Insurance or wholesales experience within the technology space. 

Outside Sales experience primarily, some in-side will be expected. 

Entrepreneurial attitude needed- Climb the mountain!

Must know the market well, know the top advisorial firms in the area. 

Hunters not farmers.

Location: Conshohocken, PA

Salary: $65,000 – $75,000

Contact: Kendal Ridgeway