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Sales Consultant for Retirement Software sales - Wolters Kluwer Legal & Regulatory




Basic Function – ROLE SUMMARY


Primary responsibility is to sell and retain software products in a defined territory.  This includes following a specified Sales Process that includes working with a sales engineer.   


Essential Duties and responsibilities


  • Sell and renew software products in a defined territory made up of primarily states in the Northeast U.S. 
  • Develop a strong understanding of the retirement plan market, our customers, and their daily workflow. 
  • Prospect and develop new business in both existing accounts as well as new accounts.  
  • Proactively study and learn product and competitive knowledge               
  • Maintain and update information in including activities, demos, and pipeline management
  • As needed, attend National and Local ASPPA and NIPA tradeshows to provide booth coverage. This includes learning and executing our Trade Show processes.
  • Develop relationships with major players in each of your large metro markets.
  • Submit timely reports as requested by the Sales Manager and/or Executive Management.

·         Work primarily from a private home office.  Some travel may be required on occasion to visit large prospects/customers.   

·         Contribute ideas and best practices to other members of the sales team. 

·         Fast and thorough follow-up on inquiries from customers and prospects by phone or email.

·         Work closely with Customer Service and Billing to solve billing/service issues that could affect the renewal of a subscription.

  • Support team, Business Unit, and corporate goals and objectives. .
  • Perform various ad hoc duties as requested by Sales Manager.
  • Handle any other assignments by the manager as they come up.



Job Qualifications


Minimum:   College Degree is required.



·         3+ years of over-quota sales experience.

·         Knowledge of and experience in the Retirement industry preferred.

·         Excellent verbal and written communication skills

·         Excellent organization, planning and presentation skills

·         Strong time management skills

·         Proficiency with Microsoft Office Products (PowerPoint, Outlook, Excel, Word) and


Other Knowledge,

Skills & Abilities: 



  • Motivated self-starter
  • Strong sales ability with both a short and longer sales cycle
  • Detail oriented with strong analytical, time management and problem solving skills.
  • Ability to work well in a team.
  • Ability to develop deep relationships with customers and prospects
  • Strong Customer Service skills
  • Enthusiasm and eagerness to learn
  • Consulting mentality—extracting insights from very complex and/or limited information to make a recommendation to stakeholders
  • Demonstrated ability to take initiative, be proactive, and think independently, and anticipate needs related to future work.
  • Demonstrated capacity to learn and apply skills and knowledge to unique and varied situations
  • Highly responsive and resourceful. Positive ‘can do’ attitude and approach to problem solving
  • Innovative mindset; willingness to try creative and different ways of meeting sales goals.
  • Ability to clearly communicate concepts, research findings, issues analysis, project and evaluation results, and data interpretations




TraVEl requirements


Some travel, typically less than 10%

Physical Demands


Normal office environment


The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job.  They are not intended to be an exhaustive list of all duties and responsibilities and requirements.

How to Apply

Email resume and cover letter to

Visit our web site.

This ad has been viewed 1973 times. It expires on 3/4/2017.

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