Job Summary
A financial planning and equity management firm has a current position open for a Telecommute Financial Planning Executive Services Director.
Candidates will be responsible for the following:
- Working with the VP of sales to build out a sales pipeline and funnel
- Working with inbound leads or requests
Qualifications for this position include:
- Experience working with ultra high net-worth clients or with C Suite within fintech sales
- Proficient in dealing with multiple stakeholders
- 7+ years of experience in complex sales within financial services or fintech
- Prior experience meeting & exceeding sales quotas
- Experience working with longer sales cycles ranging from 6 months to 1 year
