Senior Financial Sales Consultant

Job Summary

A company is looking for a Sales Account Executive.

Key Responsibilities

• Conduct high-value consultations with leads generated by the company
• Guide new, qualified leads through decision-making processes via various communication methods
• Collaborate with Planning, Member Experience, and Marketing teams to enhance member journeys

Required Qualifications

• 5+ years of B2C sales experience, preferably in financial services or fintech
• Strong understanding of financial planning concepts including retirement, investments, tax, and estate planning
• Proficient with CRM software, particularly Salesforce
• Ability to build rapport and guide prospects through complex decisions
• Motivated to help bring financial freedom to underserved Americans