Sales Manager

Company Description

Plan-T was established in 2019 with the goal of enabling financial professionals to deliver advanced and high-quality financial planning services through innovative software and digital platforms. The company's cutting-edge platform is designed for Certified Financial Planners (CFPs), financial advisors, and other financial professionals, streamlining processes such as retirement planning and asset management. With hundreds of satisfied customers, Plan-T simplifies financial planning, optimizes investment strategies, and enhances advisor-client collaboration. Our seamless user experience and comprehensive tools empower professionals to excel and provide exceptional value to their clients.

Role Description

This is a full-time on-site role for a Sales Manager located in Herzliya. The Sales Manager will be responsible for developing and executing sales strategies, managing client relationships, identifying new business opportunities, and achieving sales targets. Daily tasks will include meeting with potential clients, presenting Plan-T’s platform and collaborating with the marketing team to drive sales efforts. The Sales Manager will play a key role in expanding our customer base and fostering long-term partnerships.

Qualifications

• Proven track record of meeting or exceeding sales targets
• Excellent communication and interpersonal skills
• Experience in the financial services sector and working with distribution systems or CRM platforms related to financial and pension products (such as ( Plan-T, BAFI, SMS, ROETO) - Mandatory