Careers @ Advicent

Build the future. Own your future.

Advicent Solutions is the leading provider of software-as-a-service (SaaS) technology solutions for the financial services industry. Our products include Web-enabled marketing communications, needs-assessment and financial planning tools. More than 250,000 financial professionals, including dozens of the world’s largest financial institutions, use Advicent’s solutions to help them grow their business, create exit barriers and stay top of mind.

Our team is revolutionizing the financial planning industry. Come join us!

View All Jobs

Entry-Level Sales Representative

  • Apply
Advicent is a financial technology (FinTech) company embarking on the next phase of our growth journey.  Through our innovative product capabilities and dedicated services we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal.
Position Purpose

As an Entry-Level Sales Representative, you are responsible for building a strong pipeline of new Advicent prospects through research, referrals, and general promotion of Advicent's products using a variety of techniques.

What you’re accountable for
  • Achieve business production goals by positioning Advicent as a leader in our business, offering unique, value-added products and services.
  • Aggressively prospect and cold call into financial services organizations to generate interest and obtain web-based demonstrations and/or face-to-face appointments for the Advicent Sales team.
  • Build and manage prospect database, keeping accurate record and notes of contact information and prospect activity.
  • Effectively utilize the internet, LinkedIn and other resources to reach and identify prospects for contact.
  • Participate in market analysis to determine general client needs and competitive positioning.  Identify potential marketing channels and opportunities to build awareness of Advicent's products that will generate inquiries and sales.
What skills are required
  • Bachelor's degree or equivalent combination of education and experience.
  • Strong verbal communication, networking, and relationship building skills.
  • Ability to work independently in a fast-paced, changing environment.
  • Basic understanding of technology systems, Internet applications, as well as CRM systems.
  • Working knowledge and understanding of Microsoft Word, Access, PowerPoint, Excel, etc.
To be successful at Advicent, you will
  • Always seek a meaningful outcome and maintain a sense of urgency in everything you do.
  • Be continuously curious and have an ongoing desire to disrupt the status quo.
  • Take initiative and look to expand your role.
  • Always look for ways to contribute to the team and our success.
Benefits & Perks
  • Health, dental, vision, HSA/FSA, 401K employer match
  • 4 weeks PTO, 9 paid holidays, 8 hours paid volunteer time off
  • Free access to on-site fitness center, casual dress, President's Club incentive trip for top performers, free covered parking, free caffeine (coffee and soda), monthly volunteer opportunities, employer-sponsored engagement & wellness events
  • Tuition reimbursement, industry training opportunities