Account Executive

Apex National; Mesa (AZ); On-site; USD 70,000 - 96,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Performance bonuses

Job summary

Apex National in Mesa, AZ is seeking a results-driven Account Executive to drive sales and manage client relationships in the financial services sector. You will identify opportunities, develop strategies, negotiate contracts, and track performance to achieve company goals.

You will collaborate with a diverse Mesa team, using CRM and financial tools to analyze data, coordinate projects, and deliver exceptional client service in a fast-paced office environment.

Qualifications

• Bachelor's degree in finance or related field.
• Certifications such as CFA or CFP preferred.
• Strong communication and negotiation skills.
• Experience in financial services and client relationship management.

Responsibilities

• Driving sales and building strong relationships with clients.
• Identifying and pursuing new business opportunities.
• Maintaining existing client relationships.
• Ensuring customer satisfaction.
• Developing and implementing sales strategies.
• Negotiating contracts.
• Tracking sales performance.
• Proven track record in sales and account management.
• Excellent communication and negotiation skills.
• Deep understanding of the financial services industry.

Skills

Sales experience

Account management

Communication

Negotiation

Financial services knowledge

Education

Bachelor's degree in finance or related field

CFA certification

CFP certification

Tools

CRM systems

Financial modeling software

Data analysis platforms

Portfolio management tools

Job description

Apex National, a leading financial services firm in Mesa, AZ, is hiring a full-time Account Executive to drive sales and build client relationships in the financial services industry.

As an Account Executive, you'll identify and pursue new business opportunities, maintain client relationships, and ensure satisfaction. Your tasks include developing sales strategies, negotiating contracts, and tracking performance.

You’ll collaborate with a diverse team in our Mesa, AZ office, contributing to a collaborative and results-driven environment focused on client service and company goals. This involves working closely with team members to achieve shared objectives, utilizing various tools and platforms to streamline communication and project management. Your tasks may include client consultations, data analysis, and project coordination, all while adhering to the company’s quality standards and deadlines. The workplace is equipped with modern technology, fostering an efficient and productive atmosphere. Requirements include a bachelor's degree, relevant experience, and strong communication skills, ensuring you can effectively contribute to the team’s success.

The annual compensation for this role ranges from $70,000 to $96,226, with benefits that include health insurance, retirement plans, and possibly other perks like professional development opportunities or performance bonuses. This position offers the chance to work in a dynamic financial services environment, where you’ll be responsible for managing client portfolios, conducting market research, and providing financial advice. You’ll need to have a strong background in finance, with experience in investment analysis and client relationship management. The role requires a bachelor’s degree in finance or a related field, along with relevant certifications such as the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP). The workplace is typically an office setting, with a collaborative team environment that encourages knowledge sharing and continuous learning. You’ll be using a variety of tools, including financial modeling software, data analysis platforms, and client relationship management systems, to perform your duties effectively.

To succeed, you should have a proven sales and account management record, strong communication and negotiation skills, and a deep understanding of the financial services industry. A bachelor’s degree in business, finance, or a related field is required.

• Driving sales and building strong relationships with clients
• identifying and pursuing new business opportunities
• maintaining existing client relationships
• ensuring customer satisfaction
• developing and implementing sales strategies
• negotiating contracts
• tracking sales performanceProven track record in sales and account management
• excellent communication and negotiation skills
• deep understanding of the financial services industry
• bachelor's degree in business, finance, or a related field