Remote Financial Sales Account Executive

Job Summary

An advisory firm needs applicants for an opening for a Remote Financial Sales Account Executive.

Must be able to:

• Use a combination of emails and calls, develop and test messages with prospects
• Conduct sales activities in a manner consistent with company values and targeting our ideal client profile
• Document fully all client interactions in Salesforce to facilitate a smooth onboarding process

Applicants must meet the following qualifications:

• Bachelor's degree in related field required
• 2-5 years of relevant experience required
• Experience using CRM and outreach platforms (Salesforce, Salesloft, Interseller, Apollo etc.)
• Strong communication skills, both written and verbal
• Experience managing full sales cycles from business champion to C-suite
• Strong organizational and stress management skills