Account Executive (Remote)

Inside Sales Representative

At Broadridge, our highest goal is to empower others to accomplish more. If you are passionate about developing your career while helping others along the way, we invite you to join the Broadridge team.

We are seeking an Inside Sales Representative to join our dynamic team. In this role, you will work with the largest wealth and retirement organizations in the US and abroad, introducing and evangelizing our Fi360 software solutions to the marketplace. Our existing clients and relationships continuously seek new products from Broadridge. You will be on the cutting edge of omni-channel digital solutions focused on Financial Advisors seeking to grow and monitor their book of business within their firms.

This is a remote role, allowing you to work off-site. Travel is limited and generally reserved for team learning, collaboration meetings, and attending industry conferences.

Responsibilities

• Manage the sales pipeline effectively.
• Generate and qualify new leads through phone, email, and social media.
• Devise and implement creative outbound sales strategies to fuel growth and build the sales pipeline.
• Track and report all prospecting and sales activities in a CRM system.
• Contact new prospects and existing clients to discuss their needs and explain how specific products and services can meet those needs.
• Answer client questions regarding products, pricing, availability, or credit terms.
• Emphasize product features based on analyses of client needs and technical knowledge of product capabilities and limitations.
• Negotiate prices or terms of sales or service agreements.
• Identify prospective clients using business directories, LinkedIn, referrals from existing clients, participation in organizations and clubs, and attendance at trade shows and conferences.
• Select the correct products or assist customers in making product selections, based on customer needs, product specifications, and applicable regulations.
• Collaborate with colleagues to exchange information, such as selling strategies or marketing information.
• Work with the sales management team to ensure process efficiency.
• Work to exceed assigned annual sales quotas and key performance indicators.
• Attend industry conferences as assigned.
• Perform additional duties as assigned.

Qualifications

• 1+ years of sales experience, with a passion for technology solution-based selling.
• Bachelor’s degree preferred.
• "Go-Getter" mindset: Willingness to go the extra mile with a strong work ethic; self-directed and resourceful.
• Ability to handle high call volumes in the pursuit of pipeline development goals.
• Entrepreneurial initiative driven by building new customers and expanding existing relationships.
• Ability to overcome objections and bypass gatekeepers.
• Strong communication and relationship-building skills.
• Functional/technical skills in Office 365.
• Experience with digital tools.
• Process management experience, including CRM usage.
• Ability to work independently as well as in a team environment.
• Effective verbal and written communication skills.

Compensation and Benefits

Compensation Range: The hourly salary range for this position is between $24.00 - $27.00 USD.

Broadridge considers various factors when evaluating a candidate's final salary, including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility: Bonus Eligible + Commission Eligible.

For comprehensive details on benefits offerings, please visit www.broadridgebenefits.com.

All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.

To apply, please click the application link and submit your information. The deadline to apply for this role is 3/1/2027.

Company Culture & EEO Information

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

Equal Employment Opportunity and Accessibility

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.

US applicants: Click here to view the EEOC “Know Your Rights” poster.