What are the responsibilities and job description for the Senior Financial Services Specialist position at TIFIN @Work?
About Our Company
We are TIFIN @Work, a pioneering fintech platform dedicated to transforming the world of wealth through AI-powered personalization. Our mission is to create engaging experiences that better financial lives. We use design and behavioral thinking to enable seamless interactions through software and APIs, and investment science and intelligence to build algorithmic engines that deliver better investor outcomes.
Role Overview
- Drive the success of TIFIN @Work by executing strategic sales plans and expanding our presence in the advisor and retirement plan advisor communities.
- Collaborate with marketing and product teams to ensure consistent messaging and effective sales strategies.
- Develop and execute strategic sales plans to achieve revenue targets.
Key Qualifications
- 5 years of successful sales experience in financial services, fintech, wealth management, and/or the retirement plan industry.
- Strong network of contacts within the advisor and retirement plan advisor communities.
- Familiarity with CRM software and sales tools.