Magis Capital Partners

Sales

• Support senior members of the institutional sales team across the full sales cycle, from initial outreach through contract execution and launch
• Develop and maintain command of the FIDx platform, including integrations, data flows, and technology requirements
• Position FIDx as an end-to-end annuity and insurance solution by translating platform capabilities into client business outcomes
• Build relationships with home-office leadership at assigned firms across product, distribution, operations, and compliance
• Prepare for and participate in client meetings, product demonstrations, technical discussions, workflow reviews, and follow-up
• Research and generate new opportunities within assigned firm segments
• Maintain accurate opportunity records and support pipeline reporting to senior management
• Partner with internal teams on contracting, onboarding, requirements gathering, integration planning, and implementation handoff
• Support carrier and platform partner relationships
• Represent FIDx at industry conferences, client events, and partner forums
• Maintain knowledge of annuity products, managed accounts, retirement income, industry trends, and regulatory requirements
• Take on assigned firms and individual sales targets with support from senior sales team members
• Generate qualified opportunities and advance deals through discovery, solution design, contract execution, and launch
• Conduct discovery and platform demonstrations for home-office audiences
• Contribute to proposals and business cases for enterprise opportunities
• Share client and market insight to inform product, pricing, and go-to-market decisions

Institutional Sales Associate