- Professional
The Vice President of Sales at CFRA plays a key role in establishing relationships with potential clients in the Wealth market segment They will be responsible for identifying new, potential CFRA clients by proactively presenting CFRA’s leading research, analytics and advisory services.
Key Responsibilities
- With the assistance of a Business Development Representative (BDR), prospect and build a sales pipeline through leads generated via outbound calling, email communications, and other direct marketing methods
- Diagnose prospect challenges and demonstrate solutions using CFRA products and services
- Track activities through Salesforce
- Develop and Coordinate Marketing Campaigns including email, webinar, partners tradeshows, and events
- Coordinate RFP responses
- Collaborate with Account Management team members to successfully transition accounts and identify potential opportunities to upsell new relationships
- Work with Product Management and Product Development to create solutions to meet needs and add value to prospects investment process
Skills, Knowledge and Expertise
- Candidates must have a clear track record of excellence in several categories, including achievement of sales goals, teamwork, professionalism, communications, organization, and client service. Candidates should also possess:
- 5+ years of experience selling research products and solutions to wealth management
- Experience closing 6 figure annual subscriptions
- Excellent presentation, verbal, written, and interpersonal skill
- Ability to build strong and lasting relationships with key decision makers
- Ability to work well independently and be self-motivated
- Keen interest in financial research and investment analysis
- Strong passion for persuasion, especially around complicated and intellectually challenging issues
- Superior verbal and written communication skills
- Demonstrated ability to read and understand people
- Bachelor’s degree
- Ability to work in-office 10 days a month
More broadly, we seek bright, positive, and flexible people who:
- Act with the highest integrity and professionalism in all their endeavors
- Partner with others to reach common goals
- Have creative and entrepreneurial mindset; are interested in helping to build a business and to be compensated according to performance
- Have demonstrated ability and initiative to handle increasing responsibility over time
Benefits
- Sick Days
- PTO
- Holiday Pay
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Performance Bonus
- Pension
