Account Executive

📋 Description

• Comfortability working in a high volume activity/sales environment and being on monthly quotas
• Identifying and developing potential new clients through prospecting and cold outreach
• Providing detailed information to prospective customers and educating them on the features and
• Having a consultative approach with clients by understanding their business needs, explaining ROI
• Owning the full sales cycle, from prospecting to closing
• Becoming an expert in the financial advisor industry to better help identify strong advisor

🎯 Requirements

• 1-3 years of full sales cycle experience and/or in a Sales Development role, preferably in a
• Experience in an inside sales, cold calling, transactional sales role
• Ability to drive deals independently in a fast-paced, dynamic environment
• Comfortable speaking to and persuading prospective clients on the phone and making 100+ calls per

🎁 Benefits

• Fully Remote Work: All roles are fully remote within the contiguous U.S., giving you flexibility to
• Comprehensive Health Coverage: Multiple Medical, Dental, and Vision plan options through trusted
• Life & Disability Protection: Company-paid Life/AD&D coverage, with options to add
• Financial Wellness: 401(k) with employer match, pre-tax savings through FSA and HSA options, and
• Time Off That Works: Generous vacation, sick, and parental leave policies—because balance matters.
• Additional Perks: Pet insurance, home office stipend, and Employee Assistance Program (EAP)