Director, Wealth Management Sales

Overview

As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission– so they can help better secure the financial futures of their clients.

At iPipeline, you’ll play a major role in helping us to provide best-in-class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.

We’re proud that we’ve been recognized  as a repeat winner of various industry  awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we’ve built for our nearly 900 employees around the word is exceptional -- and we’ve created a place where our employees love to come to work, every single day.

Come join our team!

About iPipeline

Founded in 1995, iPipeline operates as  a business unit of Roper Technologies (Nasdaq:  ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 1000® indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.  

iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees.

This is an office-based position.

Responsibilities

The Account Executive is a geographically based role dedicated to seeking new Broker-Dealer accounts by selling iPipeline's suite of services.  The position calls for a consultative salesperson who can establish and manage executive relationships, land, and expand within new accounts, understand our solution's value proposition, and clearly relate this to prospective customers in alignment with their company's goals, objectives, and initiatives. This person will sit in our Corporate King of Prussia, Davidson, or Ft. Lauderdale office.

• Exceed the sales quota quarterly and annually
• Determinedly cold call and prospecting into new and current broker-dealer accounts
• Cross sell and expand presence in existing accounts (if applicable)
• Develop and manage executive relationships
• Present and demonstrate to customers and prospects
• Develop and own the Account Strategy approach and plan, collaborating with VP of Sales and/or President
• Manage small and large opportunities from start to finish
• Employ a consultative Sales Approach
• Respond to RFPs and other customer requests
• Work with 3rd parties and partners as needed
• Sell past “No”
• Manage a defined territory with a progressive sales approach
• Manage accounts, contacts, and opportunities in Salesforce
• Act as a leader within the company

Qualifications

• Must have 10 years of strong consultative Wealth Management Sales experience with a consistent track record of hitting or exceeding quota
• Experience in preparing, presenting and demonstrating to an executive audience
• Knowledge of the Financial Services industry
• Demonstrated success closing large, complex sales cycles
• Excellent written and verbal communication skills
• Excellent teamwork skills
• Proven ability to lead cross-functional teams without formal authority
• Organizing and managing customer expectations and deliverables

Benefits

We offer a competitive compensation and benefits package, opportunities for career growth, an employee stock purchase plan, 401(k), generous time off and flexible work/life balance, company-matched retirement packages, an employee wellness program, and an awards and recognition program – all in a creative, fast-growing, and innovative company.