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Assoc. Account Executive - JR1030451

3+ months agoSan Diego, CA

Broadridge Advisor Solutions ( is looking for a high energy, driven retail sales professional whose ability to understand and develop client and internal relationships in a B to C sales environment will contribute directly to our growth objectives. BAS is a division of Broadridge Corp (BR) a multi-billion dollar Fintech leader and member of the S&P Index (

In this role, you will focus on driving new revenue by cultivating existing and developing new relationships with clients. The goal will be for you to manage each prospective client through the close of sale providing a consultative dialogue on why our digital tools and other products will support and service their own business marketing goals, empowering them to increase their own revenue and sales. You will also develop strong client relationships and obtain prospect referrals from these clients which is paramount to being successful in this role.

Our San Diego location offers a fun and energetic corporate culture. Broadridge will provide training on sales, marketing, and financial software to set you up for success. We help you learn sales skills that will be a foundation for a great career in sales or the FinTech, Financial Services industry. Broadridge is a large company and can offer great benefits and earning potential; lots of opportunity to accelerate your career as you learn skills that are high in demand. Come join our growing team!

You will develop strategic sales plans, specific to individual clients, to find opportunities to grow pipeline and maximize revenue
You are responsible for meeting a monthly quota and being remunerated with an aggressive variable comp
Able to work independently in receiving incoming and making outgoing cold and warm sales calls to sell Broadridge Advisor Solutions digital and seminar products and services. Projected volume is approximately 40-60+ calls/day
You will coordinate activities across Broadridge to ensure the successful and timely management of sales cycle to new clients. Be accountable for and take ownership of all objectives, deliverables and commitments to these clients
Represent Broadridge at industry functions
Monitor trends and competition while ensuring client satisfaction
Help maintain positive relationships with clients by appropriately directing any service, delivery and billing issues
Maintain a constant awareness of current and planned development of Broadridge products
* Manage internal resources to provide the necessary expertise and support during the sales process including legal, finance, product specialists, and senior management

0-3 years sales of relevant work experience
Must be a self-starter and highly motivated
Strong technical foundation; ability to use CRM, Office, social tools, etc
Strong oral and written communication, time management and presentation skills
Ability to work in a dynamic, high pressure environment
Preferred qualifications: self-motivated, team oriented, has the ability to learn new products
* BA/BS Degree or relevant experience preferred

Character Traits:
Client Centric
Strong Communication skills
High Integrity
Team Oriented
Background might include Marketing, Sales, Design, Art, Psychology, Athletics
* Career Oriented

Why join Broadridge?
We offer a valuable benefits package effective date of hire including comprehensive healthcare (medical/prescription drug, dental, and vision), wellness benefits, fertility treatment, inclusive parental leave, life insurance, tuition reimbursement, disability benefits and more.
We support a number of associate-led networks where associates with similar backgrounds and interests can find peer support, shape company policy and culture, receive mentorship from senior members, and develop their careers.
We provide a competitive 401k plan with employer match and additional basic company contribution.
We encourage our associates to rest and relax by taking advantage of our generous paid time off program including vacation, personal holidays, sick time, and paid company holidays.
We strive to improve both our environmental impact as well as our industries’ by partnering with our clients to decrease their carbon footprint through digitization, data, and innovation.
We empower our people and our communities. Through our volunteer time off and matching gift programs, we encourage associates to help make Broadridge an indispensable community partner.


Job ID:
Employment Type: Other

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