Sales Jobs in Ct Remote

This is a very exciting time for Thryv as we are making waves in becoming an international leading SaaS and platforms business provider for Small to Medium-Sized Businesses (SMB’s). We’ve been around in one form or another for more than 125 years, always with one goal in mind – helping small businesses compete and win. We provide the technology, software and local business automation tools that small businesses need to better manage their time, communicate with clients, and get paid so they can take control of their business and be more successful. Thryv is a seven-time winner of Selling Power Magazine’s Top 60 companies to Sell For, as well as Newsweek’s list of America’s 100 most loved global workplaces for 2024 and 2025!

Thryv, Inc. - Thryv Makes Selling Power’s Annual 60 Best Companies to Sell for List for Seventh Consecutive Year

Global Most Loved Workplaces 2025 - Newsweek

About the role:

Based in the Hartford, Connecticut area, this role is responsible for increasing Thryv’s penetration to the existing client base, increasing client engagement with existing software clients, and growing the SaaS client base through new sales. This role calls on existing clients to nurture and grow relationships while identifying and pursuing new client opportunities to meet a predetermined sales quota. The Software Account Executive conducts greater than 50% of their work outside their home office (to visit local businesses).

• Identifies and secures new SaaS clients by leveraging self-generated prospecting (i.e. networks, referrals, etc.) and company-initiated prospecting programs (90%)
• Contacts assigned clients and presents opportunities for additional sales and/or extended usage based on client needs (10%).
• Executes all defined operational processes and requirements with excellence (i.e., designed cadences for client and prospect engagement, ongoing product and demo certifications, order entry requirements, centralized intake forms, etc.).
• Participates in sales meetings, call calibrations, and training as needed.

About Thryv- End-to-end client experience platform:

Thryv provides a secure, easy-to-use platform that automates tasks and allows clients to put their customers at the center of their business. Our software offers Customer Relationship Management (CRM), Search Engine Optimization, Marketing, online invoices & receipts, text messaging, email marketing, print and social media management. This automation provides the edge local businesses need to better succeed in their market.

We do it all with a convenient client experience management app that allows small business owners to get the job, manage the job and get credit all from the palm of their hand.

In This Role, You’ll Get To:

• Help market, sell and grow local business market share
• Defend small business America and the American Dream
• Hunt for new business (90%), as well as take care of existing clients (10%)
• Become a SaaS (Software as a Service) expert
• Receive world-class training (8 weeks virtual)
• Have the support of a four-time winner of The Top 60 Companies to Sell For company with a 125+ year legacy
• Educate and guide prospects through the buyer’s journey to help them learn how Thryv can grow their business
• Partner with marketing and technology departments to execute sales strategy as the company introduces enhancements to existing solutions and/or releases new products
• Bring your thinking, strategies and ideas to advance our company’s values, unique culture and vision for the future

We Are Looking for People Who:

• We are seeking driven and hungry individuals to strategize and offer our unique software solutions to local business owners
• Who are engagement gurus while properly managing expectations
• Have the desire and commitment to do what it takes to be successful in sales
• Have a positive outlook and a strong ability to take responsibility for their successes and failures
• Goal oriented…you’re known for destroying your sales goals
• Persuasive…you can explain software solutions in simple terms
• Exceed sales quotas and expectations
• Build and nurture a pipeline of prospects and close deals
• Develop great solutions to help customers WIN!
• Comfortable working in a remote capacity: Hi-Speed internet, acceptable office setting and proper business attire is a must.

Basic Qualifications

• 4+ years of related sales experience (7+ years is preferred)
• 3+ years of experience in an (outbound) full sales cycle role is required
• Experience in a SaaS role or company is preferred, but not required
• The ideal candidate will have experience in Enterprise-level sales (not a requirement)
• Strong industry knowledge with the ability to gain a thorough understanding of the Thryv product suite
• Exceptional interpersonal and communication skills, both written and verbal, with strong emotional intelligence, adaptability, and the ability to build relationships.
• Time and organization skills with the ability to effectively manage multiple priorities with competing schedules or conflicting demands
• Ability to work independently in a remote-first environment, effectively conducting sales presentations while following company established processes and procedures
• Strong technical skills with proficiency in MS office and the ability to learn new programs and systems
• Associate degree (or international equivalent) or equivalent experience required

Who We Are

At Thryv, we’re a team fiercely devoted to the success of local businesses. We’ve been around for over 100 years, always with one goal in mind — helping small businesses compete, win and succeed. We provide the technology, software and local business automation tools small business owners need to better manage their time, communicate with clients, and get paid, so they can take control of their business and be more successful. We support businesses across the U.S., and we have team members all around the country (even internationally). In fact, we’re a work-from-anywhere company, because that’s how we get the work done. Culture is vital at Thryv because it shapes our identity and, therefore, our measurements for growth. We have an identified set of values that hold all of us accountable, paving the way for our company success and our legacy. All of this helps us deliver results for our clients and creates success for our employees. Here at Thryv, making a positive impact within our team and in our local community is the reason we get out of bed every morning.

Find out more at /careers/

Belonging at Thryv

We believe in a work environment where all individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization’s success. We want our employees to feel a part of something big, and we encourage the sharing of ideas and collaboration across the organization. We strive to ensure our work environment reflects diversity, fairness and meritocracy. We believe all employees should have the opportunity to perform effectively in their position. We value every employee and the authenticity they bring to their role and to the organization. As a result, our employee policies and internal practices focus on ability and merit as the standards for success.

Requisition Detail and Process

This information indicates the general nature and level of work performed by employees in this job. It is not designed to contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons. The final job level offered may vary based on the applicant’s competencies and qualifications such as experience and education, and other job-related reasons.

Our Commitment to Equal Opportunity

Thryv is proud to provide equal employment opportunities to all employees and applicants, without regard to gender, color, race, religion, sexual orientation, national origin, citizenship, age, disability, veteran status, pregnancy, genetic information, or any characteristic protected by law. Thryv is committed to provide equal employment opportunities throughout the employment relationship including recruitment, hiring, discharge, compensation, benefits, discipline, development, and advancement or other aspects of employment.

The estimated on-target earnings (OTE) for this role, which includes base salary and incentives, is $148,600 per year, with the potential to earn more in most U.S. locations. Final offer amounts are determined based on the candidate’s location and may vary from the figure listed above.

The Inside Sales representative’s job entails selling and/or introducing the company to both new and established clients. Quoting customers and taking orders from customers. Duties involve entering, tracking and following up on orders. During the order execution process inside salespeople coordinate between operations and the outside salespeople to meet or exceed customer expectations. Most important is building relationships with current and prospective customers.

Responsibilities

• Attending sales group meetings.
• Maintaining and expanding customer database.
• Capturing accurate and complete information in customer relationship management.
• Quoting and handling order execution from acceptance to completion.
• Coordinating between customer and traffic dispatcher to insure on-time delivery of material.
• Communicating with customers regarding current relative market information and capturing relative feedback.
• Obtain and provide feedback on Competitor pricing/equipment to management.
• Establish creditable relationships with new customers and maintain ongoing relationships with existing customer base.
• Manage a database of potential customers and contact them on a regular basis for new opportunities.
• Team with Outside Sales Rep to build a pipeline of opportunities and close sales.
• Make Outbound Sales calls to prospect new customers provided by OSR/Mgt.
• Note suggestions or complaints and communicate to the Quality/Operations group.
• Utilize CRM Software to keep track of important customer touches.
• Support the Quality System of the Company.
• May be required to travel periodically to visit customers and attend client engagements.
• Other duties as assigned.

Qualifications

Education & Experience:

• Completion of University or College with a major in Business Administration or Marketing preferred, or an equivalent combination of education and experience.
• Previous interaction and experience working with customers, preferably within the steel industry
• Ability to work in a fast-paced, self-directed entrepreneurial environment.
• Highly developed customer service skills.
• At least 3 years of work experience in Inside Sales.
• Able to work in a team environment.
• Exceptional communication skills.
• Problem solving and creative thinking.
• Excellent communications and telephone sales personality skills.
• Effective time management skills, ability to multi-task and prioritize day-to-day activities.
• Proficiency in MS Excel, Word, and Outlook. Stelplan experience is a plus.

About Auris

Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.

Job Summary

Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Field Sales Representative you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM).

Your role as a Field Sales Rep is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses.

During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in.

Responsibilities

• Responsible for prospecting new clients
• Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
• Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
• Attend weekly team meeting and weekly one-on-one with leader
• Additional responsibilities may be assigned as needed

Minimum Qualifications

• 18 years of age or older
• Valid Driver’s License and valid automobile insurance
• Successful completion of pre-employment background check
• Must live in area relative to job posting location
• At least two years of relevant experience
• Excellent prospecting, communication, presentation, and networking skills
• Works well independently and as part of a team
• Incentive-driven sales “hunter”
• Professional demeanor and impeccable integrity
• High sense of urgency and innate sales talent
• Enjoys cold-calling and speaking with people face to face
• Accountable for measurable, high-quality, timely results
• Ability to be in the field, a minimum of 50% of the time

Preferred Qualifications

• High school diploma/GED
• Prior experience in a B2B Sales role
• Prior experience with a CRM tool, such as Salesforce or Hubspot

Competencies

• Awareness
• Driven
• Resilient
• Respectful
• Committedness

Compensation (pay transparency) and Benefits

• It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
• We're not messing around with compensation, offering uncapped weekly commissions, lifetime residuals, and portfolio equity.
• We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement.

Description

Want to use your sales & marketing proficiency to help local businesses thrive? 

Do you love the Gold Coast of Fairfield County and the small-business owners who do business here? 

Do you live in one of the storied communities of Greenwich, Stamford, Darien, New Canaan, Norwalk, Wilton, Westport, Weston or Fairfield?

Part opportunity and part challenge, your job is to find out what local businesses want to achieve, and help them get there. What do small business owners struggle with in marketing themselves and attracting customers? What solutions can you help them with to grow their sales?

The role puts you in the arena to be equally prospecting new customers and working with existing customers. You will identify customer opportunities and challenges, develop marketing strategies to solve customers top issues; and package a suite of digital and print products to achieve your customers goals. Then, you transition them into satisfied clients for your success. 

You will have license to show your initiative while also having the support of an experienced team. Most of all, you will be able to grow in a place you call home.

This position is not designed for candidates seeking the highest possible compensation package. It is designed for someone who is passionate about the Gold Coast communities of Fairfield County, wants to make a real difference for local businesses, and is comfortable with compensation aligned to local-market rates.

Responsibilities:

· Prospect, develop, maintain and grow digital advertising, print advertising, and content marketing revenue. 

· Represent Moffly Media as an passionate community member and help local businesses thrive. 

Requirements: 

· Must have 5-10 years of sales experience in digital and print advertising strategies for businesses to grow; 

· Must live in lower Fairfield County, CT

Reports to: President

Please email:

Company Description

Moffly Media is a multi-platform lifestyle content company that serves the affluent communities of Connecticut’s Gold Coast through award-winning magazines, digital solutions, and events. Its publications highlight Greenwich, New Canaan, Stamford, Westport, Fairfield, and more, with custom media and marketing campaigns tailored to connect businesses with local audiences. The company also offers photography and video services through its Big Picture division, helping businesses bring their stories to life. With over two decades of expertise in digital, event, and print marketing, Moffly Media empowers businesses to thrive by reaching the most affluent consumers in the region. Their mission is to enrich lives in the community and support local businesses in achieving growth.

Technical Sales Representative

Our client is a World Leading Corporation in industrial automation products with an excellent training program, providing opportunities for promotion and compensation growth.

***Hiring for a July start date!

Responsibilities:

• Work directly with customers to understand their business operations and provide face-to-face consultations to add value to their organization through implementation of multiple innovative products.

• Demonstrate a high degree of flexibility in adapting to Company expectations and the challenges customers present you.

• Travel to customer locations within the Hartford area and work successfully in a wide variety of manufacturing and laboratory environments.

• Prospect new business through warm leads/some cold calls and collaboration with sales office team to exceed monthly, quarterly, and yearly sales quotas.

Qualifications:

• Bachelor’s degree. Any major is fine -- Business, Engineering, etc.

• Goal-oriented with a strrong work ethic and a desire to make a measurable contribution to company success.

• Desire for self-improvement through intensive training, mentorship, engaged management and pro-active, process-oriented sales approach. Considered one of the best training programs in the US!

• Willingness to travel 3 days each week locally, inclugde 5 to 6 nights/ month of overnight travel.

Compensation:

Greater Hartford, CT - $65,460 Salary + $24K Bonus + Car Expense + Expense Account +Cell phone +lap top + Full Benefits

$90,000 first year

$110,000-$115,000 in year 2

Up to $120,000 to $130,000 year 3 - Lots of opportunities for advancement

***Hiring for a July start date.

Please attach resume!

About the Role

The Online Sales Consultant (OSC) is responsible for managing incoming leads generated through Epcon’s community websites and digital platforms. Serving as the first point of contact for prospective homebuyers who begin their journey online, this role qualifies prospects, schedules appointments, and effectively communicates the Epcon brand, communities, and home offerings.

This is a sales-focused, fast-paced role ideal for someone who thrives in structured sales environments, values prompt follow-up, and enjoys engaging with buyers through phone, email, and technology-driven communication.

What You'll Do

Sales & Lead Management (80%)

• Respond immediately to online registrations to engage potential buyers without delay
• Answer questions and provide information regarding Epcon Communities, floor plans, the homebuying process, and current advertised promotions
• Nurture “coming soon” and VIP leads to support successful community launches and sales transitions
• Qualify prospects and diligently follow up to secure appointments with Epcon Sales Consultants
• Execute warm hand-offs and follow-up with prospects after appointments are completed
• Conduct outbound phone and email outreach to re-engage inactive or unresponsive prospects
• Manage all leads, prospects, and buyers within Epcon’s CRM and sales systems
• Track, analyze, and report conversion metrics to support performance improvement
• Collaborate with sales and marketing teams to support branding standards and initiatives
• Maintain knowledge of market conditions, competitors, technology trends, and economic factors impacting home sales

Digital & Marketing Support (20%)

• Partner with the Marketing team to stay informed on current campaigns and community updates
• Ensure websites and digital platforms reflect accurate and timely information
• Perform CRM and software cleanup as needed to maintain data accuracy

What We're Looking For

Education & Experience

• Proven success as an Online Sales Consultant or in a similar inside sales role
• Homebuilding or real estate industry experience preferred
• Experience using CRM systems, call tracking software, and Microsoft Excel
• Bachelor’s degree preferred but not required

Knowledge, Skills & Abilities

• Strong understanding of a structured sales process, including lead qualification and appointment setting
• Customer-focused with a strong sense of urgency and follow-through
• Process-oriented with a commitment to consistent systems and best practices
• Knowledge of Epcon Communities, products, and competitive landscape (or ability to learn quickly)
• Understanding of and adherence to Fair Housing Guidelines
• Proficiency with Microsoft Office, CRM platforms, and WordPress
• Highly organized with strong attention to detail and accuracy
• Excellent verbal and written communication skills; comfortable and confident on the phone
• Reliable, dependable, and able to work independently while managing multiple priorities

Work Schedule

• Monday through Friday, 9:00 AM – 5:30 PM
• Optional overtime available as business needs require
• Hybrid position with 10% travel (Community visits, plus annual conferences)

Compensation & Benefits

• $55,000 annual base salary + commission & bonus opportunities
• Medical, dental, vision, and 401(k) benefits

Physical Requirements

• Sedentary work with occasional standing or walking
• Ability to operate a computer and communicate via phone, email, and digital platforms
• Ability to lift up to 10 pounds occasionally
• Ability to pass a background check and drug screen

Why Epcon?

At Epcon Communities, we build more than homes — we build lifestyles. Join a collaborative, growth-oriented team where your work directly impacts the customer experience from the very first click. Our mission is to build homes, neighborhoods, and lifestyles that provide one remarkable experience. We have delivered on that promise since 1986 by integrating smart, innovative designs with the most desirable of modern amenities. Today, more than 30,000 families and individuals call an Epcon community “home,” which makes Epcon one of the top lifestyle-rich home developers in the country year after year.

- working/work at home options are available for this role.

• Sales and Business Development (The Hunter Role)

• Aggressively identify, develop, and secure new accounts that align with the company’s premium market position and philosophy.
• Strive to consistently add greater value and profitable sales growth for the organization.
• Establish and maintain new business development programs, including lead generation, customer presentations, and new market penetration.
• Maximize sales volume by circulating and developing contacts across different departments and divisions at existing accounts.
• Participate in strategic corporate activities, including trade shows, industry seminars, and client entertainment.
• Provide management with regular feedback on prospecting, call activity, and estimate win/loss ratio.
• Client Management and Service

• Provide comprehensive, high-quality service to all accounts, ensuring prompt customer satisfaction and problem resolution.
• Proactively assess customers’ plans, including future print projects and budgets, and communicate critical information to management.
• Assist the customer in planning jobs by offering creative and technical expertise on design, layout, file format, print specifications, and finishing requirements.
• Develop marketing profiles on key accounts and maintain a detailed, up-to-date client database (e.g., ACT).
• Project Coordination and Administration

• Collaborate seamlessly with Account Service and the Project Management/Production team on all job activities, ensuring planning, technical aspects, schedules, and timely delivery are harmonized with the customer’s deadline dates.
• Obtain complete and accurate customer job specifications for estimating.
• Close sales based upon the final estimate and selling price approved by the Estimating department and executive management.
• Review completed proposals from Account Service for accuracy before submission.
• Ensure that credit approval is obtained on all new clients before order entry.
• Participate in collection activity as required and communicate all billing issues to the Finance department promptly. REQUIREMENTS

• Bachelors Degree in Marketing or a related field and/or equivalent sales experience.
• 5+ years of proven, successful experience selling custom printing, premium packaging, or a related high-value manufacturing solution.
• Thorough knowledge of printing techniques, production processes, sales, and negotiating techniques.
• A career objective demonstrating a long-term commitment and exceptional character, ethics, and integrity.
• High levels of self-motivation, resourcefulness, creativity, and intelligence, essential for success in a commission-based role.
• Strong communication skills, with a specific emphasis on building deep personal and long-term business relationships.
• Analytical skills with the ability to look beyond standard solutions and use thinking and reasoning to solve complex problems.
• Strong organizational skills and acute attention to detail.
• Ability to actively listen, analyze needs, and determine customer requirements.
• Must be a positive, solutions-based communicator who can interact effectively with all levels within a client's organization.

TELESKOPE.IO

Enterprise Account Executive

Full-Time  ·  Remote  ·  Enterprise Sales

ABOUT TELESKOPE

Teleskope is an enterprise SaaS platform that helps large organizations run and scale their Employee Resource Groups, mentoring programs, and employee development initiatives — all in one place. Our AI-powered platform gives HR and I&D leaders the tools to drive engagement, prove ROI to leadership, and build a culture where every employee can grow.

We work with global enterprises across financial services, healthcare, technology, and professional services. We're growing fast and looking for driven enterprise sellers who are ready to make an impact at a company that's changing how the world's leading organizations invest in their people.

THE ROLE

As an Enterprise Account Executive at Teleskope, you will own the full sales cycle from prospecting to close, targeting large enterprise organizations. You'll be a critical driver of our growth, expanding our customer base by winning new logos and developing key accounts. This is a high-impact, high-visibility role for a seller who thrives in a fast-moving environment and wants to help shape the future of a category-defining company.

WHAT YOU'LL DO

• Own and drive the full sales cycle from prospecting to close, targeting enterprise accounts
• Consistently achieve and exceed quarterly and annual new business revenue quotas
• Build and maintain a strong pipeline through proactive prospecting, networking, and outbound efforts
• Expand Teleskope's enterprise customer base by winning new logos and developing key accounts
• Deliver tailored, high-impact product demonstrations and presentations to C-level executives and key decision-makers
• Collaborate closely with marketing to optimize pipeline generation and messaging
• Accurately forecast deals and maintain pipeline discipline in HubSpot CRM
• Provide market and customer feedback to internal teams to influence product roadmap and strategy

WHAT YOU'LL BRING

• 3+ years of experience as an Enterprise SaaS Account Executive managing the full sales cycle
• Consistent track record of exceeding quota (100%+ attainment), ideally in high-growth SaaS environments
• Proven ability to close complex enterprise deals involving multiple stakeholders and long sales cycles
• Experience selling into HR, IT, or employee experience markets strongly preferred
• Demonstrated success in sourcing your own pipeline and winning new enterprise logos
• Excellent executive presence with strong presentation, negotiation, and relationship-building skills
• Familiarity with MEDDPICC or similar enterprise sales methodology
• Familiarity with HubSpot CRM a plus

WHY TELESKOPE

• Sell a product that solves a real, urgent problem for enterprise HR and I&D leaders
• Join a company a scaling— your impact will be immediate and visible
• Work alongside a focused, high-caliber team with a clear mission and strong customer traction
• Competitive base salary, uncapped commission
• Remote-first culture 

Teleskope is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Description

Tadbik is a global leader in advanced packaging solutions, offering a comprehensive range of flexible packaging, premium labels, RFID technologies, and automated systems under one roof.

Role Description

This is an exciting full-time, Sales Representative role based in Clifton, NJ. We are seeking a high-energy, self-driven flexible packaging sales representative to aggressively grow new business in the US. This is a hunter role focused on prospecting, opening doors, and converting opportunities into long term customers within the flexible packaging space. The ideal candidate thrives on cold outreach, understands packaging applications, and is motivated by winning new accounts and building profitable relationships.

The role demands a commitment to maintaining strong customer satisfaction and contributing to the company's growth.

Qualifications

• Proven experience in sales, preferably in flexible packaging, films or related manufacturing industries
• Proven success in a hunter or new-business development role
• Strong understanding of flexible packaging materials, structures, and applications
• Excellent communication, negotiation and presentation skills
• Willingness to travel as needed
• Ability to analyze market trends and develop effective sales strategies
• Self-motivated, goal-oriented, and able to work in a fast-paced environment

CI Segall Bryant & Hamill Asset Management is an investment firm based in Chicago, Illinois with offices in Denver, CO, St. Louis, MO and Philadelphia, PA. Since our founding in 1994, we have grown to approximately $30 billion in assets under management as of June 30, 2025. We provide fee-based investment management of equity, fixed income, alternative and asset allocation portfolios. Our growing client list includes high net worth individuals/families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country. CI SBH is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Overview:

CI Segall Bryant & Hamill seeks an Advisor Consultant to join our team. The Advisor Consultant, in partnership with a Director of Sales, will be responsible for building long-term partnerships with intermediary clients (Financial Advisors, RIAs, bank trust platforms and family offices) that maximize long-term holdings of CI Segall Bryant & Hamill investment solutions including mutual funds, ETFs and separately managed accounts.

Key Responsibilities:

• Develop client relationships, including expanding existing client relationships and developing new profitable relationships in multiple territories.
• Conduct consultative, relationship-building sales calls with financial advisors and investment research teams
• Partner with a Director of Sales to develop and implement a territory sales plan.
• Approach interactions with a consultative mindset, starting with client needs and effectively leveraging internal resources needed to meet those needs, including delivering insight-based education, coaching and portfolio construction consultations.
• Develop and execute on a data driven client segmentation, including consistent profiling of clients, timely and accurate recording of all client/prospect interactions into the firm’s CRM system and prospecting for new potential relationships.
• Handle daily territory management tasks to ensure maximum business efficiency and effective resource allocation across service offerings and firms.
• Travel as needed within territory to conduct meetings with clients, assist with client events, and attend industry conferences.

Qualifications:

• Bachelor's degree in a business-related major required
• 4-6 years of sales experience in financial services / investment management preferred
• FINRA Series 7 and 63 required
• A current understanding of capital markets, mutual funds, ETFs, separately managed accounts
• Consultative, client first approach, delivering solutions, not products, to meet client needs and drive results
• Ability to develop client relationships and strategic partnerships
• Strong attention to detail with the ability to manage multiple tasks effectively
• Proficient in Microsoft Office products, Salesforce CRM, Evestment, Ycharts preferred.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Pay Information

This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $120,000-130,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.