Account Executive

Social Leverage LLC; New York (NY); On-site; USD 175,000 - 200,000; Full time

Benefits offered by this job

Competitive OTE with opportunities for over Performance

Equity package

Fully paid health and dental insurance

401k

Monthly fitness & mental health allowance

Flexible PTO policy

Catered lunch everyday

Job summary

Social Leverage LLC is looking for an Account Executive to manage a pipeline of inbound leads, converting new users into valuable accounts. You will oversee the entire sales cycle, from outreach to close, in a dynamic environment focused on fintech and wealth management strategies.

This role requires 3+ years in a closing position and a passion for investing and financial growth. A competitive salary package including OTE, equity, and health benefits is offered.

Qualifications

• 3+ years in a full cycle closing role with a track record of exceeding targets.
• 1+ year selling a high consideration product directly to consumers.
• Possess a high EQ and the ability to build trust quickly.

Responsibilities

• Manage a full pipeline from first touch to closed account.
• Conduct product demos and effective follow-ups.
• Track performance metrics and contribute to team improvement.

Skills

Collaboration

Customer Relationship Management

Performance Metric

Portfolio Analysis

Product Demonstration

Sales

Wealth Management

Job description

About the role

We’re hiring our third account executive to help fuel Frec’s next stage of growth and looking for a driven and customer focused closer to join us. You’ll own a pipeline of inbound leads and help convert new users into high value accounts. You’ll run the full sales cycle from outreach to close. You take full ownership of results and aren’t afraid to try new things to supplement your own pipeline.

This role is ideal for someone who thrives in a fast paced closing environment but also brings curiosity and passion for fintech, wealth management, and the strategies that help our clients build wealth.

What you will do

• Manage a full pipeline from first touch to closed account
• Host 4-8 product demos per day and run effective follow-ups
• Conduct portfolio analyses to help prospects see the financial impact of direct indexing
• Track performance metrics, refine processes, and contribute to continuous improvement of the growth team
• Collaborate closely with Customer Success, Brokerage Operations, and the rest of the Frec team to support full funnel continuity, upsell, retention, and a healthy product feedback loop

What you bring

• 3+ years of experience in a full cycle closing role with a track record of exceeding targets
• At least 1+ year selling a high consideration product directly to consumers
• High EQ and the ability to build trust and establish credibility quickly
• Self stater comfortable operating with autonomy while always looking for ways to improve efficiency and customer experience
• Series 65, 66 or similar designation strongly preferred
• Experience at an early stage direct to consumer start up
• Genuine interest in fintech, investing, and tax‑efficient wealth strategies

What we offer

• Competitive OTE with opportunities for over performance
• Equity package
• Fully paid health and dental insurance
• 401k
• Monthly allowance to help with maintaining a healthy body and mind (fitness & mental health)
• Flexible PTO policy
• Friendly office environment with catered lunch everyday

Contact

If all of the above resonates with you, reach out to us at [e-mail] or apply below!

Location New York, NY, USA, San Francisco, CA, USA

Work Mode On-site

Seniority Associate

Function Sales & Business Development

Salary USD 175k-200k / year

Company Size 11-50 employees

Skills Collaboration Customer Relationship Management Performance Metric Portfolio Analysis Product Demonstration Sales Wealth Management