Technology Sales Consultant
Core
Translate technology platform capabilities to financial advisors through demos, webinars, and training sessions to drive product adoption.
Role type
Senior Solutions Consultant / Sales Enablement
Builds
Technology adoption and training for Network Partners in Wealth Management
Domain
Financial Services / Wealth Management Technology
Deliverable
product features
Required skills
Software demo delivery, client-facing presentations, CRM proficiency, financial planning software knowledge, training session facilitation, technical documentation
Preferred skills
Wealth Management Technology experience, Financial Services background, Microsoft 365 advanced proficiency, Solutions Consultant experience
Technologies
Salesforce, Microsoft 365, Excel, SharePoint, PowerPoint, webinar platforms
Responsibilities
Lead prospect and network partner demos, deliver high-energy webinars and presentations, organize training and implementation calls, create training materials and documentation, coordinate strategic calls on technology use cases
Seniority
Mid-Senior, hands-on IC