Workplace Solutions Sales Consultant

Sales Full-Time Berwyn, Pennsylvania ALL USA, United States ReqID:5917


Envestnet is seeking a passionate and talented Workplace Solutions Sales Consultant to join our Sales team. This position is expected to report to our Berwyn, PA office.

Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.

Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.

Job Summary:

The Workplace Solutions Sales Consultant acts as a partner supporting Envestnet's Fiduciary Sales efforts. Sales Consultant employees are responsible for assisting the Sales teams with account review, onboarding, making outbound sales calls, and fielding inbound sales inquiries.

Job Responsibilities:

  • Thoroughly learn, understand, and present all Envestnet fiduciary products to prospective clients and partners.
  • Work in partnership with the Wealth sales team to support new fiduciary sales through recordkeepers, investment managers, financial advisors and ENV advisor sales channels.
  • Complete, review, and submit all proposal requests, investment mapping, and new plan onboarding materials.
  • Work in partnership with the fiduciary operations team to ensure new plan onboarding is in good order.
  • Provide sales partners with updated approved funds lists and sample lineups.
  • Make outbound sales calls to generate sales pipeline for fiduciary sales.
  • Respond to inbound sales inquiries, literature requests, and service issues.
  • Track sales pipeline and closed sales in Salesforce and follow up as needed with sales partners.
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
  • As part of the responsibilities for this role, understand and readily support Envestnet's established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.

Required Qualifications:

  • Bachelors degree in business, finance, or related field of study
  • 3-5 years of experience in the financial services industry
  • Excellent written and verbal communication skills
  • Proven ability to self-manage, with strong organization skills and an attention to detail.

About Us:

Envestnet is a leading independent provider of technology enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or midsized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back office needs while leveraging our platform to grow their businesses and expand client relationships.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

Why Choose Envestnet:

  • Be a member of a leading financial services and products innovation company
  • Competitive Compensation/Total Reward Packages that include:
    • Health Benefits (Health/Dental/Vision)
    • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    • 401K Company Match
    • Annual Bonus Incentives
    • Parental Stipend
    • Tuition Reimbursement
    • Student Debt Program
    • Charitable match
    • Wellness Program
  • Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.

Envestnet is an Equal Opportunity Employer.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).