Account Executive - Advisor Sales

Job Summary

A company is looking for an Account Executive - Advisor Sales.

Key Responsibilities

• Engage with prospective customers via phone and email to educate them on product capabilities
• Build relationships with prospects, understand their business objectives, and close sales
• Manage a healthy sales pipeline through outbound prospecting and inbound lead conversion

Required Qualifications

• Minimum of 2 years of experience in SaaS or Fintech sales
• Experience in the Fintech or Wealth Management industry is essential
• Strong aptitude for value-based selling and top-of-funnel activities
• Proven success in net new logo sales in a fast-paced environment
• Self-starter with a results-driven mindset and a strong work ethic