Financial Services Sales Specialist

About the Role

The day-to-day responsibilities of this role will involve working closely with clients to understand their needs and develop tailored solutions, as well as collaborating with internal teams to design and implement sales campaigns. You will also be responsible for analyzing sales data and market trends to identify opportunities for growth and improvement. With the company's commitment to remote work, you will have the flexibility to work from anywhere and collaborate with colleagues and clients across different time zones.

As a specialist in financial services sales, you will be working in a dynamic and rapidly evolving industry. The financial services sector is undergoing significant changes, driven by advances in technology, shifting consumer behavior, and increasing regulatory requirements. To succeed in this role, you will need to be highly adaptable, with a strong ability to navigate complex sales processes and build strong relationships with clients and stakeholders.

What You Will Do

• Develop and maintain strong relationships with clients to understand their needs and develop tailored sales solutions
• Collaborate with internal teams to design and implement sales campaigns, including pitch decks, client briefs, and campaign calendars
• Analyze sales data and market trends to identify opportunities for growth and improvement
• Work closely with clients to understand their needs and develop solutions that meet their requirements
• Develop and maintain a deep understanding of the financial services industry, including market trends, regulatory requirements, and competitor activity
• Collaborate with internal stakeholders to develop and implement effective sales strategies
• Identify new business opportunities and develop strategies to pursue them
• Build and maintain a strong network of contacts within the financial services industry
• Provide training and support to junior team members as needed
• Participate in sales meetings and presentations to clients and stakeholders
• Develop and maintain a thorough understanding of mercor's products and services, including its AI research and benchmarking capabilities

What We Are Looking For

• 3+ years of full-time sales, relationship-management, or marketing experience at a Fortune 500 bank, wealth or asset manager, or insurer
• Background in wealth-management, corporate banking, asset-management distribution, retail-banking marketing, or compliance-reviewed marketing
• Day-to-day use of Salesforce Financial Services Cloud, HubSpot, Marketo, and Power BI
• Strong analytical thinking and writing skills
• Series 6/7/63/65/66 or insurance licenses (preferred)
• Familiarity with FINRA/SEC marketing rules (preferred)
• Strong communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders
• Ability to work independently and as part of a team, with a strong focus on collaboration and teamwork
• Strong problem-solving skills, with the ability to analyze complex sales data and market trends
• Ability to work in a fast-paced and rapidly evolving industry, with a strong adaptability to change

Nice to Have

• Experience working with AI-powered sales tools and platforms
• Knowledge of machine learning and data analytics principles
• Familiarity with cloud-based sales and marketing platforms, such as Salesforce and HubSpot
• Experience working in a remote or distributed team environment
• Certification in sales or marketing, such as the Certified Sales Professional (CSP) or Certified Marketing Professional (CMP) designations

Benefits and Perks

• Competitive task completion pay, with the opportunity to earn up to
  ,450 per completed task
• Performance bonus, with the opportunity to earn a weekly bonus incentive on top of task completion pay
• Hourly opportunity, with the potential to transition to an hourly compensation model based on sustained quality and throughput
• Opportunity to work with a leading company in the AI research and benchmarking space
• Flexible and remote work arrangements, with the ability to work from anywhere and collaborate with colleagues and clients across different time zones
• Access to a range of training and development opportunities, including sales and marketing training, as well as AI and machine learning certifications
• Opportunity to work with a talented and experienced team, with a strong focus on collaboration and teamwork
• Comprehensive benefits package, including health, dental, and vision insurance, as well as a 401(k) retirement savings plan
• Generous paid time off policy, with the opportunity to take time off to recharge and relax

• Make sure to highlight your experience working with Salesforce Financial Services Cloud, HubSpot, Marketo, and Power BI in your application and during the interview process.
• Develop a strong understanding of the financial services industry, including market trends, regulatory requirements, and competitor activity, to demonstrate your expertise and knowledge.
• Be prepared to provide specific examples of your sales and marketing experience, including successful campaigns and client relationships you have developed and maintained.
• Show a willingness to learn and adapt to new technologies and sales strategies, and be open to feedback and coaching from colleagues and managers.
• Consider obtaining certifications in sales or marketing, such as the Certified Sales Professional (CSP) or Certified Marketing Professional (CMP) designations, to demonstrate your expertise and commitment to the field.
• Be prepared to work in a fast-paced and rapidly evolving industry, with a strong adaptability to change and a willingness to pivot when necessary.
• Make sure to ask informed and thoughtful questions during the interview process, such as questions about the company culture, team dynamics, and opportunities for growth and development.