Account Executive - Advisor Sales

📋 Description

• Manage the full sales cycle for prospective financial advisor customers, from initial outreach and
• Build strong relationships with prospects by understanding their business objectives, challenges
• Proactively generate new business through outbound prospecting and targeted outreach while
• Own and maintain a healthy sales pipeline, converting marketing leads into qualified opportunities
• Deliver compelling online product demonstrations and clearly communicate the platform's value
• Develop deep expertise in the financial advisory industry and become skilled at identifying

🎯 Requirements

• 2–4+ years of experience selling SaaS or fintech solutions, preferably in a high-volume
• Demonstrated success closing sales directly with end buyers and decision-makers and consistently
• Experience with value-based selling and the ability to clearly connect a product's capabilities to
• A proactive, hunter-oriented mindset with enthusiasm for outbound prospecting and top-of-funnel
• Strong business acumen and a proven ability to generate net-new customer revenue in a fast-paced
• Ability to quickly learn new technologies and become confident demonstrating and positioning

🎁 Benefits

• Competitive compensation: $65,000–$80,000 base salary plus incentive compensation, with an expected
• 401(k) support: 4% company match, with contributions matched dollar-for-dollar up to 4% of annual
• Financial planning: Access to complimentary financial planning services and professional financial
• Health coverage: Medical, dental, and vision insurance options for employees and families.
• HSA/FSA: Health Savings Account or Flexible Spending Account options depending on the selected
• Family support: Generous maternity and paternity leave for birth or adoption.