Sales Account Executive

Job Summary:

Engage with high-net-worth individuals who have shown interest in investment services. Use sales techniques to understand investor goals, educate them on available services, and schedule meetings with the outside sales team.

Responsibilities:

• Communicate value propositions to potential investors to arrange meetings with sales partners.
• Contribute to company growth while improving clients’ financial well-being.
• Work in a collaborative, high-energy environment focused on performance.
• Leverage marketing-provided leads to engage potential clients.

Qualifications and Experience:

• No prior sales experience or industry knowledge required.
• Strong results-driven mindset with a track record of personal and professional success.
• Ability to build trust and act in the best interest of clients.
• Effective communication skills with diverse audiences.
• Persuasive approach with the ability to gain support and commitment.
• Resilient and committed to continuous improvement.

Benefits:

• 100% paid medical, dental, and vision premiums for employees and qualifying dependents.
• 401(k) match up to the IRS maximum.
• Paid time off, plus paid holidays.
• Family support programs, including parental leave and assistance for fertility and elder care.

About Company:

Committed to improving the investment universe, the company fosters an inclusive culture and professional development. Recognized as a great place to work, it offers exceptional benefits and a supportive work environment.