Wealth Sales Consultant

1 Month ago • 5 Years + • Sales

Job Summary

Job Description

The Wealth Sales Consultant converts prospects to platform users in the assigned region, activating and growing advisors. They provide high-touch sales support to drive assets and adoption of Financial Wellness Solutions. Responsibilities include identifying and engaging advisors, providing sales support, driving adoption of Financial Wellness Solutions, delivering training, acting as a liaison, coordinating with money managers, partnering with internal resources, managing hotline calls, and collaborating with marketing and sales enablement teams. The consultant will also foster relationships with the sales operations team and attract new clients.
Must have:
  • Bachelor’s Degree
  • 5+ years of experience in relevant fields
  • Understanding of Insurance, Lending, and Retirement Products
  • Ability to present financial wellness solutions
  • Excellent communication skills and telephone service skills
Perks:
  • 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

Job Details

Envestnet is seeking a Wealth Sales Consultant to join our Sales department. This is a hybrid role, with in-office work required at either our Denver, CO, Berwyn, PA or Chicago, IL office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 

Envestnet’s Strategy:

  • Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  • Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  • Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment

For more information, please visit www.envestnet.com.

Job Summary: 

The Wealth Sales Consultant 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, or UMA accounts
  • 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 Regional Advisor Sales 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

Envestnet: 

  • Be a member of an innovative and industry leading financial technology and solutions 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

#LI-RT1

Similar Jobs

DraftKings - Associate Counsel, Marketing – Bilingual (Spanish)

DraftKings

United States (Remote)
2 Weeks ago
Regent craft - Thermal Systems Engineer

Regent craft

North Kingstown, Rhode Island, United States (On-Site)
2 Months ago
Springer Group - Education Consultant, ELT & International Curriculum

Springer Group

Cairo, Cairo Governorate, Egypt (Hybrid)
3 Weeks ago
Barracuda - Technical Solutions Engineer

Barracuda

Bengaluru, Karnataka, India (On-Site)
2 Months ago
Zeeco, Inc. - Process Engineer

Zeeco, Inc.

Lissone, Lombardy, Italy (On-Site)
8 Months ago
HHA Exchange - Sales Development Representative

HHA Exchange

New York, New York, United States (Remote)
2 Months ago
Paytm - Team Lead Sales

Paytm

Gwalior, Madhya Pradesh, India (On-Site)
2 Months ago
Power Integrations - Field Sales Manager – Automotive

Power Integrations

Ense, North Rhine-Westphalia, Germany (On-Site)
3 Years ago
Dream Sports - MISE - Sales (Delhi)

Dream Sports

Delhi, India (On-Site)
7 Months ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Gloss Genius - Sales Enablement Manager

Gloss Genius

New York, United States (Hybrid)
4 Weeks ago
Lytx,  Inc  - Assistant Controller

Lytx, Inc

Framingham, Massachusetts, United States (On-Site)
1 Year ago
Passive Logic - 3D Application Developer

Passive Logic

Holladay, Utah, United States (On-Site)
1 Month ago
Toppan MErril - Senior Product Manager

Toppan MErril

Chennai, Tamil Nadu, India (On-Site)
2 Weeks ago
Ansys - Lead R&D Engineer

Ansys

San Jose, California, United States (On-Site)
3 Weeks ago
MY.GAMES - Lead Game Designer

MY.GAMES

(Remote)
4 Months ago
Rolls-Royce - Compressor, Turbines Design Engineer

Rolls-Royce

Bengaluru, Karnataka, India (On-Site)
1 Month ago
onwards Search - Senior Customer Lifecycle Marketing Manager

onwards Search

Boston, Massachusetts, United States (Hybrid)
3 Weeks ago
Zones - IT Hardware Technician

Zones

Albany, New York, United States (On-Site)
9 Months ago
beghou consulting - Senior GRC Analyst

beghou consulting

Hyderabad, Telangana, India (Hybrid)
1 Month ago

Get notifed when new similar jobs are uploaded

Jobs in Berwyn, Pennsylvania, United States

HCL Tech - Senior Automation Tester with selenium, Java

HCL Tech

Illinois, United States (On-Site)
2 Months ago
zoox - Software Engineer - Mission Planning

zoox

Foster City, California, United States (Hybrid)
2 Years ago
level ai - Sales Development Representative

level ai

Mountain View, California, United States (On-Site)
2 Months ago
Grammarly - Engineering Manager, Identity

Grammarly

San Francisco, California, United States (Hybrid)
2 Weeks ago
Apple - Product Design Engineer - Power

Apple

Austin, Texas, United States (On-Site)
1 Month ago
Apple - Virtual Prototype Developer

Apple

San Diego, California, United States (On-Site)
2 Months ago
bytedance - Software Engineer, Global Payments Financing Product

bytedance

San Jose, California, United States (On-Site)
3 Months ago
Adyen - Card Scheme Compliance Officer

Adyen

San Francisco, California, United States (On-Site)
2 Months ago
pentair - Territory Sales Manager

pentair

Clearwater, Florida, United States (On-Site)
2 Weeks ago
Aledade - Senior Director, Impact Analytics - Risk Adjustment

Aledade

United States (Remote)
1 Month ago

Get notifed when new similar jobs are uploaded

Sales Jobs

Paytm - Team Lead - Sales - Offline Merchants QR

Paytm

Pala, Kerala, India (On-Site)
2 Months ago
Marsh McLennan - Talent Acquisition Sourcing Specialist with German

Marsh McLennan

Warsaw, Masovian Voivodeship, Poland (Hybrid)
2 Months ago
HappyRobot - Sales Development Representative (SDR)

HappyRobot

San Francisco, California, United States (Remote)
5 Months ago
SciPlay - Senior User Acquisition Manager

SciPlay

Tel Aviv-Yafo, Tel Aviv District, Israel (On-Site)
7 Months ago
Internet Brands - Inside Sales Representative

Internet Brands

Pleasanton, California, United States (Hybrid)
2 Months ago
panteon games - Playable Ads Developer

panteon games

Ankara, Ankara, Türkiye (On-Site)
8 Months ago
Springer Group - Education Sales Consultant

Springer Group

Ho Chi Minh City, Vietnam (On-Site)
2 Weeks ago
Fugo Games - Growth Specialist (User Acquisition)

Fugo Games

Istanbul, İstanbul, Türkiye (On-Site)
2 Months ago
Gigamon - Senior Regional Sales Director - Northeast Canada

Gigamon

Ottawa, Ontario, Canada (On-Site)
4 Weeks ago
Apple - Sales Incentive Strategy Lead

Apple

New York, New York, United States (On-Site)
2 Months ago

Get notifed when new similar jobs are uploaded

About The Company

Berwyn, Pennsylvania, United States (Hybrid)

Thiruvananthapuram, Kerala, India (On-Site)

Thiruvananthapuram, Kerala, India (On-Site)

Thiruvananthapuram, Kerala, India (On-Site)

Berwyn, Pennsylvania, United States (Hybrid)

Thiruvananthapuram, Kerala, India (On-Site)

Berwyn, Pennsylvania, United States (Hybrid)

Berwyn, Pennsylvania, United States (Hybrid)

Berwyn, Pennsylvania, United States (Remote)

View All Jobs

Get notified when new jobs are added by Yodlee

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug