Account Executive - Financial Services

Chicago, IL

Full Time

Mid Level

Account Executive
We’re seeking a salesperson to join our growing team! This person will be responsible for marketing and selling the Advyzon platform to the financial advisor community within a specific geographic territory. The chosen candidate will develop strong relationships, uncover new opportunities and do what it takes to help Advyzon grow. Candidates must be self-starters with strong communication, presentation, and organizational skills. This position will require some travel.

Primary Responsibilities:

Effectively build and manage sales pipeline.
Identify and uncover new opportunities.
Conduct in-person or web-based demonstrations of Advyzon.
Assist with creating marketing content for outbound marketing campaigns.
Build a network of industry partners or centers of influence.
Attend regional or national conferences as needed.
Diligent follow up with prospects.
Track and manage all leads and opportunities within our CRM.
Work closely with the relationship management, support and development teams to ensure a great experience for our users.
Manage client relationship and retention efforts.

Skills/Qualifications:

Candidates should have a minimum three years of sales experience in the financial technology or investment industry.
Proven track record of exceeding annual revenue or sales goals.
Excellent verbal and written communication abilities.
The ability to deliver professional presentations.
Strong organizational skills.
Team player.
Ability to work remotely.

Requirements:

Bachelor’s degree strongly preferred; MBA, CFP a plus.
Deep knowledge of independent financial advisors and/or fintech industry.

Compensation:

Base pay = $65,000-$75,000
Commission = Quarterly incentive based on performance

Apply for this position

Required*

Apply with Indeed

First Name*

Last Name*

Email Address*

Phone*

Address

Resume*

We've received your resume. Click here to update it.

Attach resume or Paste resume

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

Will you now or in the future require visa sponsorship or transfer to work?*

Do you reside in one of the following states:
AZ, CA, CO, FL, IL, IN, MA, MI, MN, NC, NE, OH, PA, TX, UT, VA, WI?*

Do you have experience in the financial services industry?*

If yes, please elaborate on your experience within the financial services industry.
*If none, input N/A*

What experience do you have in sales, if any?*

What are your compensation expectations?*

Human Check*

Submit Application

Thanks for visiting our Career Page. Please review our open positions and apply to the positions that match your qualifications.

Account Executive - Financial Services

Apply for this position