Retirement Plan Sales Consultant
Seattle / Austin, TX / Chicago, IL / Dallas, TX / Denver, CO / Houston, TX / Los Angeles area, CA / Minneapolis, MN / Newport Beach / Palo Alto, CA / Portland / San Francisco / Scottsdale
Business Development /
Full-time /
On-site
Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?
Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with offices nationwide. From the very start, we have been an award-winning organization, from countless Best Places to Work awards — including Seattle Business Magazine's Best Companies to Work for 15 years in a row — to national and regional Community Impact awards, we pride ourselves in our culture and giving back to our community. We are industry leaders and pioneers in financial wellbeing with a focus on helping our clients align their wealth, passions, and purpose so they can pursue a happier, healthier, and more fulfilling life.
Our team-based, client-centric approach has fueled our growth over the last 20+ years, and we’re now 250 teammates strong and growing, serving more than 4,000 clients, and advising on over $19 billion+ in assets. Every teammate has a path to ownership in the firm. We're looking for driven individuals who bring a "How can I help?" attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues. Join our #OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive.
We’re adding a talented B2B sales expert who is motivated to sell Brighton Jones’s Retirement Plan Advisory Services to companies and organizations.
Who is our ideal candidate? A savvy hunter who comes from a background in retirement plan, payroll, finance, benefits, or other high-level business to business sales. A motivated, proven salesperson who sees the big picture and understands what it takes to prospect, drive the sales process, and be an individual contributor. You work directly with CFOs, COOs, Presidents, and VPs of HR and understand the sophisticated, sometimes complex, nature of the sales process and sales cycle. Above all else, you believe in collaboration and team selling.
Your Role:
- Develop and execute territory business plan, consistently achieving/exceeding annual sales goals by creating and managing a strong pipeline.
- Collaborate and partner with existing Advisors to manage plans and work with internal Teams/Advisors to mine existing and prospective clients.
- Sell to both new and existing clients proficiently, identifying targeted prospects and leveraging cold calling, emailing, or other creative tactics to get introduced and guide them through the sales process.
- Develop and maintain relationships with COIs inside the territory, expanding your network by working with external partners to access industry knowledge and key C-Level decision makers.
- Utilize Salesforce for opportunity updates, tracking, reporting, and self-management.
- Set appointments, prepare, and present sales presentations across all levels from staff to C-suite executives.
- Attends industry or relevant targeted prospect events.
- Travel domestically throughout the territory to meet with prospects.
Your Experience:
- Bachelor’s degree preferred.
- 4+ years of outside B2B sales experience with a demonstrated proficiency in selling and presentation skills, prospecting, and territory management.
- Series 65 (or equivalent) required. Ability to obtain within 90 days of hire.
- Experience selling at the VP, Business Owner, CFO, COO, and CEO levels; preference given to candidates with Financial, Insurance, Benefits, or BPO Sales Experience.
- Ability to work independently as well as collaboratively with a team.
- Possesses a deep understanding of the sales process and sales lifecycle.
- Exhibits excellent time management skills, is a self-starter, and achieves goals with minimal direction and supervision.
- Thrives in a competitive sales environment; remains composed under pressure and is motivated by achieving and exceeding goals.
- Demonstrated ability in lead generation, with an assertive, positive, and persistent approach.
- Effective communication skills: ability to communicate through all mediums (verbal, listening, written).
- Demonstrates business maturity, is personally impactful, and exhibits behavior consistent with Brighton Jones' values.
- Baseline proficiency in Microsoft Office Suite products required (Word, Excel, PowerPoint, Outlook); Salesforce experience preferred.
- This role is a full-time and exempt position.
- The application window will remain open until the role is filled.
Locations:
- Established Offices - Seattle, Portland, San Francisco, Scottsdale, Dallas and Silicon Valley. For candidates applying to established offices, this role is an in-office position. We are a work-from-office culture with a lot of flexibility.
- Emerging Offices - Austin, Chicago, Denver, Houston, Minneapolis, Newport Beach and Santa Monica. For candidates applying to emerging offices, this role is a hybrid position, with the expectation of being in the office once an office location is established.
Compensation:
- Targeted base salary range is $80,000 - $120,000/year. Quarterly commission tied to new retirement plan revenue. Unlimited upside. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors.
- Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, and other fringe benefits. Everyone in the organization has a clear path to ownership.
Our Company
Our #OneTeam feels a sense of connection, pride, and ownership with our mission, vision, values, and objectives. We are committed to building a business where 100% of our team members genuinely love where they work and are supported by their colleagues. We do this through building authentic relationships with one another, supporting each other to continuously learn and grow, working hard while having lots of fun, and giving back to our community.
We are a team founded on equity and respect, and we’re on a mission to help our clients, teammates, and global community thrive. Brighton Jones is committed to building a team comprised of diverse backgrounds, ideas, and experiences. We actively foster a compassionate and inclusive culture, one in which all members of the greater Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential.
To the right individual, we offer very competitive compensation, benefits package, and rewarding career opportunities. If you’ve been reading this job description thinking to yourself, this is the place for me, include in your cover letter why you’re excited to join our growing #OneTeam and be sure to describe how the opportunity aligns with your career objectives.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
What to expect in the hiring process
1. Values in Action Self-Assessment - at Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into behaviors and part of the application process includes completing a brief self-assessment on our Values in Action.
2. Initial Interview - this 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company.
3. Role Alignment - next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences.
4. Full Loop - you’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening for examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position.
5. Personal Reference Calls - in this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing.
6. What’s Next - interviewing is time consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again.
