Sales Representative - Investment Management Segment

  • Competitive
  • New York, NY, USA New York NY US
  • Permanent, Full time
  • S&P Global
  • 25 May 18 2018-05-25

Sales Representative - Investment Management Segment

JobDescription :
Position Description:

The Role: You are responsible for promoting and consultatively selling a portfolio of products to current and target customers within the Investment Management Segment. You will identify key decision makers and influencers with target prospects and execute sales strategy collaborate with sales members, client services, product management, operations, technology, and legal to optimize product and service delivery.

The Impact: Your contribution and dedication to your role is critical as you have a direct impact on business generation. You will be able to lead from the front and have direct impact for future growth of the organization. In doing so you will get to learn their business and help clients identify needs, whilst providing solutions utilizing our products and tools.

The Career Opportunity: Being a key player within the sales team and you will have the opportunity to work with the major key clients within both the financial institutions and commercial banking industry. This is a great opportunity for you to grow professionally as well as committing to the expanding our footprint in the market.

The Team / The Business: The team is composed of experienced professionals within financial institutions industry focused within the Investment Management Space. The business has a casual and friendly atmosphere with an entrepreneurial spirit. We value partnership and it is crucial that you are a real teammate in order to be successful within our organization.


  • Provide Support to Sales Representatives as needed
  • Identify new opportunities within the designated territory
  • Establish appointments with senior level executives of these organizations
  • Stay current with industry news and issues to understand the potential impact to your current prospects for fine new opportunities
  • Coordinate and provide sales demonstrations
  • Follow up to negotiate contract terms and pricing
  • Maintain focused approach to daily sales activity pipelines and systems based workflow (i.e.
  • Secure the executed contract and coordinating the transition of new clients to the Account Management group
  • Develop industry specific knowledge necessary to have credible diagnostic conversations
  • Engage in team selling to strategic accounts in conjunction with Sales Executives in other industries or Account Managers in existing accounts
  • Achieve target yearly sales quota

What We're Looking For:
  • A driven sales individual with a successful background in a related field, selling complex products into complex spaces

  • Bachelor's Degree or equivalent experience
  • 1-3 years relevant industry experience and a consistent record in consultative sales
  • An interest / understanding of the financial industry
  • Ambition, passion, drive and a hunger for sales
  • Confidence in cold calling and dealing with C-Level executives over the phone and in person