Account Executive

GetJobSmart; Tampa (FL); On-site; USD 55,000 - 81,000; Full time

Job summary

Aspen Valley Partners in Tampa, FL, is seeking an Account Executive for full-time employment. The role offers a salary range of $55,000 to $81,038 per year and focuses on managing and growing client relationships, delivering excellent service, and achieving sales targets.

You will work with a collaborative team in the financial services sector, identifying new opportunities and providing strategic solutions.

Qualifications

• Bachelor's degree in Finance or related field.
• 2–4 years of sales or account management experience.
• Proven track record of meeting sales targets.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks and deadlines.
• Knowledge of financial products and services.

Responsibilities

• Manage and grow a portfolio of high-value clients.
• Develop and maintain strong client relationships as primary contact.
• Identify and pursue new business opportunities to drive revenue.
• Collaborate with cross-functional teams to deliver financial solutions.
• Stay updated on industry trends to improve services.
• Provide regular reports to senior management on client performance.

Skills

Client relationships

Sales targets

Interpersonal skills

Communication

Time management

Organization

Financial products knowledge

Education

Bachelor's degree in Finance/Accounting

Job description

Aspen Valley Partners seeks an Account Executive in Tampa, FL, for full-time employment. This role offers a competitive salary range of $55,000 to $81,038. The position involves managing and growing client relationships, delivering exceptional service, and achieving sales targets.

Day-to-day tasks include client relationship management, sales target achievement, and providing exceptional service. You'll work collaboratively and innovatively, contributing to the financial advisory sector with a leading company.

The team and workplace environment in Tampa, FL, are collaborative and innovative, fostering a dynamic atmosphere within the financial services industry. Here, you'll have the opportunity to work alongside respected industry names, contributing to a collective effort that drives innovation and excellence. The collaborative spirit is evident in the team's approach to problem-solving and project execution, where diverse perspectives and skills come together to create impactful solutions. The innovative culture encourages creativity and forward-thinking, pushing boundaries and exploring new ideas to stay ahead in the ever-evolving financial landscape. As part of this dynamic team, you'll be immersed in a supportive and engaging environment, where your contributions are valued and recognized, and where you can grow both personally and professionally.

The salary range for this position is between $55,000 and $81,038 per year, with the exact amount determined by factors such as experience, qualifications, and the specific job duties. Employees can also expect a competitive benefits package, which may include health insurance, retirement plans, paid time off, and possibly other perks depending on individual performance and the company's policies. The benefits package is designed to support employees' overall well-being and financial security.

Requirements include a bachelor's degree in finance, accounting, or a related field. Experience in financial services or sales is preferred. Strong communication and interpersonal skills are essential.

What You Will Do:

• Manage and grow a portfolio of high-value clients, ensuring their needs are met and exceeded.
• Develop and maintain strong relationships with clients, serving as their primary point of contact.
• Identify and pursue new business opportunities, driving revenue growth for the company.
• Collaborate with cross-functional teams to deliver comprehensive financial solutions.
• Stay up-to-date with industry trends and best practices, applying this knowledge to enhance our services.
• Provide regular reports and updates to senior management on client performance and sales activities.

What You Bring:

• A bachelor's degree in Business, Finance, or a related field, with 2-4 years of experience in sales or account management.
• Proven track record of achieving sales targets and growing client portfolios.
• Strong interpersonal and communication skills, with the ability to build and maintain client relationships.
• Excellent organizational and time management skills, with the ability to handle multiple tasks and meet deadlines.
• Knowledge of financial products and services, with a deep understanding of the financial advisory sector.
• A results-driven mindset, with a passion for delivering exceptional service and driving revenue growth.