Sales Consultant

Wealth Solutions

Posted on 5/2/2024



501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics


Berwyn, PA, USA

Required Skills
Lead Generation
  • Bachelor’s Degree
  • 5+ years of experience in wholesaling, fee-based consulting, financial advisory, or brokerage
  • Understanding of Insurance, Lending/Credit, and Retirement Products
  • Proven ability to present financial wellness solutions through live phone and WebEx engagements
  • Excellent communication, presentation, and telephone service skills
  • Proficient in financial services technology
  • Base understanding of the fee-based advisory world
  • Identify, profile, and engage advisors to open their first PMC, FSP, SMA, UMA, or Exchange account
  • Provide high-touch sales support to drive assets and increase the number of AUM accounts on the platform
  • Drive adoption of Financial Wellness Solutions
  • Deliver large group and one-on-one virtual training and education presentations
  • Act as a liaison between advisor and ENV service teams
  • Coordinate with money managers to promote outsourced solutions to prospects
  • Partner with enterprise “in-house” resources to identify and convert prospects
  • Campaign call outs, lead generation, and lead vetting for the regional team
  • Manage and direct hotline calls
  • Partner with marketing for content and messaging
  • Collaborate with the sales enablement team for sales training content curation and scripting
  • Foster a productive working relationship with the sales operations team for region performance tracking and Salesforce reporting
  • Partner closely with business development teams to attract new clients that allow advisor interaction
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity, and administrative policy within the role and department(s)
  • Understand and support Envestnet's established corporate business practices, policies, internal controls, and procedures

Envestnet | Yodlee is a global leader in data aggregation and analytics, offering solutions for consumers and financial institutions, including data aggregation, analytics, account verification, and APIs for personalized FinTech experiences with comprehensive and accurate data. Their technology products encompass data aggregation, analytics, account verification, and easy-to-implement APIs, catering to the needs of over 1,400 financial institutions and FinTech companies, including 15 of the top 20 U.S. Banks.

Company Stage


Total Funding



Redwood City, California



Growth & Insights

6 month growth


1 year growth


2 year growth



Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision

401(k) Match

On-site Flu Shots

On-site Biometrics Screening

Employee Assistance Program (EAP)

Life Insurance and AD&D

Short and Long Term Disability

On-site Gym

Fully Stocked Kitchen

Tuition Reimbursement

Employee Referral Bonus

Casual Dress Code

Mobile Reimbursement