Job Summary

A financial technology company needs applicants for an opening for a Remote Financial Services Account Executive in Scottsdale.

Core Responsibilities Include:

• Identifying potential client pain points and helping them understand the benefits of the company's services and platform
• Researching all relevant data on target companies before and during sales process to ensure a successful outcome
• Expanding your financial acumen to ensure you are prepared for all potential client questions & are seen as knowledge expert on 401k

Qualifications for this position include:

• Bachelor's degree in Business, Finance, or other quantitative focus
• 5+ years of professional experience
• 2+ years building sales pipeline, cold calling, ABM
• 3+ years closing
• Obtain a FINRA Series 65 or hold a prior investment advisor designation