Account Executive

GetJobSmart; Raleigh (NC); On-site; USD 80,000 - 130,000; Full time

Job summary

Atlas Prime Partners in Raleigh, NC seeks an Account Executive to drive sales and build strong client relationships. You will prospect, present financial solutions, and negotiate deals while collaborating with a close-knit sales team.

A bachelor's degree in finance, business, or related field is required, along with sales experience in financial services. Strong communication and negotiation skills are essential for success in this role.

Qualifications

• Bachelor's degree in finance, business, or related field.
• Experience in sales, preferably in the financial services industry.
• Strong communication and negotiation skills.
• Ability to work independently and as part of a team.
• Proven track record of meeting and exceeding sales targets.
• Knowledge of CRM software and sales tools.
• Valid driver's license and ability to travel.

Responsibilities

• Develop and maintain a pipeline of high-quality prospects and clients.
• Achieve and exceed sales targets through effective sales strategies and techniques.
• Build and maintain strong relationships with clients to ensure their satisfaction and loyalty.
• Provide exceptional customer service and support to clients.
• Collaborate with the sales team to drive team performance and achieve company goals.
• Stay up-to-date with industry trends and best practices to inform sales strategies.
• Participate in market research and competitor analysis to identify opportunities for growth.
• Attend industry events and conferences to network and build relationships with potential clients and partners.

Skills

Sales

CRM software

Negotiation

Communication

Travel

Education

Bachelor's degree in Business/Finance/related field

Tools

CRM software (e.g., Salesforce)

Job description

Atlas Prime Partners, a leading financial advisory firm based in Raleigh, NC, is seeking a talented Account Executive. This full-time position offers a salary range of $80,000 to $129,703. The role is available until November 23, 2026.

As an Account Executive, you will be responsible for driving sales and building strong client relationships. You will work closely with clients to understand their financial needs and develop tailored solutions. Your tasks will include prospecting, presenting financial products, and negotiating deals.

You will join a collaborative team in Raleigh, NC, a vibrant city known for its thriving tech industry and rich cultural scene. The workplace is professional and supportive, fostering a positive work environment where teamwork and innovation are highly valued. The city offers a high quality of life with excellent amenities, including top-rated restaurants, diverse shopping districts, and numerous parks. Cultural attractions such as the North Carolina Museum of Art, the Museum of Life and Science, and the famous North Carolina Zoo are within easy reach. Raleigh also boasts a robust public transportation system and is known for its excellent schools, making it an ideal place for families. The city's mild climate and beautiful landscapes provide ample opportunities for outdoor activities, ensuring a well-rounded lifestyle.

The salary range for this position is between $80,000 and $129,703 per year, with the exact amount depending on the candidate's qualifications, experience, and the specific location of the job. In addition to the competitive salary, the company offers a comprehensive benefits package that includes health insurance, which covers medical, dental, and vision care, as well as a wellness program to promote a healthy lifestyle. The retirement plans include a 401(k) match, which can significantly boost an employee's savings over time. Professional development opportunities are also available, such as tuition reimbursement for further education or certifications, and access to online learning platforms and industry conferences. The company is committed to providing a supportive and inclusive work environment, with resources and programs to help employees achieve their personal and professional goals.

To excel in this role, you should have a bachelor's degree in finance, business, or a related field. Experience in sales, preferably in the financial services industry, is required. Strong communication and negotiation skills are essential.

Responsibilities:

• Develop and maintain a pipeline of high-quality prospects and clients.
• Achieve and exceed sales targets through effective sales strategies and techniques.
• Build and maintain strong relationships with clients to ensure their satisfaction and loyalty.
• Provide exceptional customer service and support to clients.
• Collaborate with the sales team to drive team performance and achieve company goals.
• Stay up-to-date with industry trends and best practices to inform sales strategies.
• Participate in market research and competitor analysis to identify opportunities for growth.
• Attend industry events and conferences to network and build relationships with potential clients and partners.

Qualifications:

• Bachelor's degree in Business, Finance, or a related field.
• Proven experience in sales, preferably in the financial services industry.
• Strong understanding of financial products and services.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proven track record of meeting and exceeding sales targets.
• Knowledge of CRM software and sales tools.
• Valid driver's license and ability to travel.