Account Executive (Remote)

Posted 18 Days Ago
Be an Early Applicant
Hiring Remotely in New York, NY, USA
In-Office or Remote
24-27 Hourly
Junior
Fintech • Financial Services
The Role
Conduct inside sales for Broadridge’s Fi360 software solutions, managing pipelines, generating and qualifying leads, executing outbound strategies, and tracking activity in a CRM. Engage prospects and existing clients, explain product capabilities, negotiate terms, support product selection, and exceed sales quotas. The role requires high-volume prospecting, relationship building, collaboration with sales management, and attendance at occasional industry conferences.
Summary Generated by Built In

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.


At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.


We are seeking an Inside Sales Representative to join our dynamic team! At Broadridge you will work with the largest wealth and retirement organizations in the US and abroad introducing and evangelizing our Fi360 software solutions to the marketplace. Our existing clients and relationships continuously seek new products from Broadridge. You will be on the cutting edge of omni-channel digital solutions focused on Financial Advisors who are seeking to grow and monitoring their book of business within their firms.


This is a remote role where you will work off-site. Travel is limited and generally used for team learning, collaboration meetings and attending industry conferences.


Responsibilities:

  • Sales pipeline management
  • Generate and qualify new leads through phone, email and social media
  • Devise and implement creative outbound sales strategies to help fuel growth and build the sales pipeline
  • Track and report all prospecting and sales activities in a CRM
  • Contact new prospects and existing clients to discuss their needs, and explain how these needs could be met by specific products and services
  • Answer clients' questions about products, prices, availability, or credit terms
  • Emphasize product features based on analyses of clients' needs and on technical knowledge of product capabilities and limitations
  • Negotiate prices or terms of sales or service agreements
  • Identify prospective clients by using business directories, LinkedIn, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences
  • Select the correct products or assist customers in making product selections, based on customers' needs, product specifications, and applicable regulations
  • Collaborate with colleagues to exchange information, such as selling strategies or marketing information
  • Work with sales management team to ensure process is efficient.
  • Work to exceed annual sales quotas and key performance indicators as assigned
  • Attend industry conferences as assigned.
  • Perform additional duties as assigned.

Qualifications:

  • 1+ years of sales experience, with a passion for technology solution-based selling
  • Bachelor’s degree preferred
  • Go-Getter. Willing to go the extra mile with a strong work ethic; self-directed and resourceful
  • Ability to deliver high call volumes in the pursuit of pipeline development goals
  • Entrepreneurial initiative that is motivated by building new customers and expanding upon existing relationships
  • Ability to overcome objections and bypass gatekeepers
  • Strong communication and relationship-building skills.
  • Functional/technical skills Office 365
  • Experience with digital tools
  • Process management experience including CRM
  • Work independently as well as in a team environment
  • Communicate effectively both verbally and in writing

Compensation Range: The hourly salary range for this position is between $24.00-$27.00 (hourly wage) USD.


Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility: Bonus Eligible + Commission Eligible.


Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.


All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable. Apply by clicking the application link and submitting your information. The deadline to apply for this role is 3/1/2027


#LI-CS2

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. 

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].

Skills Required

  • At least 1 year of sales experience, preferably involving technology solution-based selling
  • Bachelor's degree
  • Strong work ethic, self-direction, resourcefulness, and entrepreneurial initiative
  • Ability to deliver high call volumes to meet pipeline development goals
  • Ability to overcome objections and bypass gatekeepers
  • Strong communication and relationship-building skills
  • Functional and technical skills with Office 365
  • Experience using digital tools
  • Process management experience, including CRM use
  • Ability to work independently and in a team environment
  • Effective verbal and written communication

Broadridge Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Broadridge and has not been reviewed or approved by Broadridge.

  • Healthcare Strength — Healthcare coverage is described as broad, with multiple medical plan options plus dental, vision, prescription coverage, and telehealth access. Preventive care is framed as fully covered in-network, alongside added supports like an employee assistance program and on-site wellness availability in some locations.
  • Retirement Support — Retirement support is positioned as meaningfully supportive via a 401(k) match structure that increases with tenure. Added financial support such as one-on-one financial counseling is also included as part of the broader rewards approach.
  • Parental & Family Support — Parental support is presented as substantial, including up to nine weeks of paid new-parent salary continuation. Additional family-oriented programs like back-up care and dependent-care options are included in the benefits mix.

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The Company
HQ: Lake Success, NY
14,000 Employees
Year Founded: 2007

What We Do

Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

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