Account Executive

Broadridge

. Manage the sales pipeline . Generate and qualify new leads through phone, email, and social media . Devise and implement outbound sales strategies to fuel growth and build the sales pipeline . Track and report

Posted 9/23/2026full-timeRemote • New York • United StatesJunior💰 $24 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing sales pipelines and generating leads through various channels, with a strong focus on technology solution-based selling. Proficient in utilizing CRM systems for tracking sales activities and collaborating effectively with teams to exceed sales quotas.

Highest-signal resume keywords

Sales Pipeline ManagementLead GenerationCRM ExperienceCommunication SkillsProcess Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales ExperienceOutbound Sales StrategiesNegotiation SkillsProduct KnowledgeTechnical Solution Selling

Soft Skills

Strong Work EthicSelf-DirectedResourcefulRelationship BuildingAbility to Overcome Objections

Tools & Technologies

Office 365Digital ToolsCRM Software

Industry Keywords

Wealth ManagementRetirement SolutionsFinancial AdvisorsSales QuotasIndustry Conferences

About the role

Key responsibilities & impact

Manage the sales pipeline
Generate and qualify new leads through phone, email, and social media
Devise and implement outbound sales strategies to fuel growth and build the sales pipeline
Track and report prospecting and sales activities in a CRM
Contact prospects and existing clients to discuss needs and explain relevant products and services
Answer questions about products, prices, availability, and credit terms
Emphasize product features based on client needs and technical knowledge of product capabilities and limitations
Negotiate prices or terms of sales or service agreements
Identify prospective clients through business directories, LinkedIn, existing-client leads, organizations, clubs, trade shows, and conferences
Select appropriate products or assist customers with product selections based on needs, specifications, and regulations
Collaborate with colleagues on selling strategies and marketing information
Work with sales management to ensure efficient processes
Exceed annual sales quotas and assigned key performance indicators
Attend assigned industry conferences
Perform additional duties as assigned
Introduce and evangelize Broadridge’s Fi360 software solutions to wealth and retirement organizations, serving financial advisors seeking to grow and monitor their book of business

Requirements

What you’ll need

1+ years of sales experience, with a passion for technology solution-based selling
Bachelor’s degree preferred
Strong work ethic; self-directed and resourceful
Ability to deliver high call volumes in pursuit of pipeline development goals
Entrepreneurial initiative focused on building new customers and expanding existing relationships
Ability to overcome objections and bypass gatekeepers
Strong communication and relationship-building skills
Functional/technical skills with Office 365
Experience with digital tools
Process management experience including CRM
Ability to work independently and in a team environment
Effective verbal and written communication
Willingness to travel for team learning, collaboration meetings, and industry conferences

Benefits

Comp & perks

Bonus Eligible
Commission Eligible
Comprehensive benefit offerings
Paid sick leave for Colorado employees
Other legally required benefits, as applicable
Reasonable accommodations during the application and/or hiring process