Account Executive - Advisor Sales

Nitrogen Wealth, Inc.; Northern (KY); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

4% 401(k) Match

Free Financial Planning Services

Health insurance

HSA or FSA options

Generous parental leave

Job summary

Nitrogen Wealth, Inc. is seeking an Account Executive to drive revenue growth with advisory networks. You will prospect, educate, and convert new investment advisors to customers while expanding existing relationships to maximize revenue.

We expect 2–4 years in SaaS/Fintech sales, a hunter mentality, and a proven ability to close deals with end buyers in high-volume environments. Remote options are available, with some on-site collaboration.

Qualifications

• 2–4 years of SaaS or Fintech solutions sales experience.
• Proven track record of closing deals directly with end buyers in a high-transaction-volume environment.
• Bonus: experience in Fintech or Wealth Management.
• Adept at value-based selling and relationship building.
• Strong written, verbal and presentation skills.

Responsibilities

• Prospect by telephone and email, educate and qualify potential advisory clients.
• Close new business and grow existing relationships to meet quota.
• Develop and manage a robust sales pipeline; sustain outbound prospecting and inbound leads.
• Deliver Nitrogen value propositions via online demos and tailored proposals.
• Maintain Salesforce to reflect accurate pipeline and forecasts.

Skills

Value‑based selling

Hunter mentality

Net new logo sales

Presentation skills

Self-starter

Tools

Salesforce (SFDC)

Job description

WHAT WE DO

Nitrogen equips financial advisors with a suite of AI-powered products that showcase the value of their advice so they can attract clients and keep them fearless. Since launching Riskalyze in 2011, we've been on a mission to create what we call Catalyst Moments — those powerful instances when an advisor leads a client from confused and fearful to confident and fearless.

Nitrogen is a connected suite of advisor products designed to showcase the value of advice in every client meeting. Combining agentic AI with Risk Alignment, Insurance Alignment, Investment Research, Income Planning, Tax Intelligence, and Legacy Planning, combining agentic AI with trusted, deterministic analytics to turn complex financial insights into persuasive visuals. The result: clearer conversations, stronger relationships, and advisors who can prove their value in every client meeting.

Trusted by tens of thousands of advisors, backed by an industry-leading Net Promoter Score of 71, and the first wealthtech company to earn ISO 42001 certification, Nitrogen is built on thirteen years of advisor data and half a trillion dollars in assets on platform. We invented the Risk Number®, built on a Nobel Prize-winning academic framework, and we champion the Fearless Investing Movement — because a world empowered to invest fearlessly starts with empowered advisors.

Nitrogen is an equal opportunity employer. We encourage people from underrepresented groups to apply. We are committed to being fair and intentional in our hiring decisions by reviewing every application thoroughly.

THE TEAM

The Account Executive - Advisor Sales team is responsible for driving revenue growth through strategic partnerships with our advisory networks. Account Executives focus on generating new business by cultivating referral pipelines, converting new users within these networks, and expanding existing relationships to maximize revenue potential. Average deal sizes range between $3,000 and $4,000, with an average sales cycle of 15-20 days.

WHAT YOU’LL BE WORKING ON

The Nitrogen Account Executive team is responsible for growing, developing, educating, cultivating and closing new investment advisors as customers for the Nitrogen product. We work closely together to make the technology disappear so that our customers can get back to what they’re good at: helping their clients.

• Work with prospective customers by telephone and email, following up with them to answer questions, learn about their business and educate them on the capabilities of the product.

• "Be the closer" - build a relationship with the prospective customer, learn their business objectives, convince them that Nitrogen can move the needle for them, and bring them aboard.
• Own your pipeline - Proactively generate new business through outbound prospecting and targeted outreach to build and maintain a healthy sales pipeline, in addition to managing inbound marketing generated leads.

• Our Marketing ORG will deliver weekly high valued leads to your pipeline, the goal is to convert them into Qualified Pipeline for your territory.

• Effectively and independently distill and deliver the Nitrogen value proposition, demonstrating Nitrogen SaaS platform via online demos.
• Develop into an industry expert in identifying customer 'pain' & helping to solve customer challenges.
• Develop a sustained pipeline and close new business at or above quota.
• Identify and qualify opportunities, pursue conversion of qualified leads to customer solutions with subscription-based revenue.
• Negotiate pricing and contractual terms to close sales as required.
• Responsible for maintaining SFDC to reflect an accurate pipeline and Forecast.
• Responsible for meeting or exceeding departmental goals for sales quota.

• A minimum of 2-4 years of experience selling solutions in Software as a Service (SaaS) or Fintech industry is required.
• Proven track record of closing sales directly with end buyers and decision-makers in a high-transaction-volume sales environment.
• BONUS: Experience in the Fintech or Wealth Management industry.
• Adept at value-based selling
• A hunter that thrives on top of funnel activities
• Strong ability to learn new technology and ramp quickly
• Relentless work ethic & strong commitment to exceeding your goal/quota
• A strong business aptitude with proven success of net new logo sales in a fast paced environment
• A self-starter, results driven, motivated and ambitious drive with a 'can do' attitude
• Strong and demonstrated written, verbal and presentation skills
• Work well in a high-energy, fast paced and constantly changing environment
• Proactive work ethic - we're not big on bureaucracy; we hold each other accountable and push ourselves to perform
• Adaptable – in an environment with much change, we can handle and do enjoy change.

Lesser experience may result in lower compensation and greater experience may result in greater compensation than the stated range.

Pending experience level the expected total compensation range for this position is $65k-$80k Salary plus Incentive Compensation (Total OTE range of $133k-$165k).

Financial Benefits & Perks

• 4% 401(k) Match. Our employees invest so much in our company and we love getting to invest in them. The company will match your contributions dollar-for-dollar, up to 4% of your total annual compensation.
• Free Financial Planning Services. By working at a financial technology company, you get the benefit of fantastic financial advice. This is offered to all employees wanting expert guidance on how to handle their money.

Health & Family

• Medical, Dental & Vision insurance plans. We want to help keep you (and your family) healthy! Comprehensive health insurance options for you & your family.
• Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) available depending on chosen medical plan. We know that investment risk isn’t a one-size-fits-all and neither are your health savings options!
• Generous maternity & paternity leave for either the birth or adoption of a child. Mom's & Dad's need time with their new family members!
• Discounted pet insurance available. Pets are family too!!

Time Away & Culture

• 3 weeks vacation & 1 week sick time per year. Take the time you need for fun or simply time to recover from not feeling well.
• 11 paid company holidays per year. Enjoy your time off; you deserve it!
• Remote & in-person team building activities help our employees stay connected and engaged. We absolutely love to hype our people up!
• Company wide meetings held by our CEO benefit all employees by keeping everyone in the loop. We are one team, and we tackle projects together.
• Employee development is our priority. From leadership training, to mentorship, to industry resources, we care about progressing you in your career.

WANT TO KNOW MORE?

While you can learn a lot from a job description, you may have more questions, and that’s totally okay! We encourage all individuals interested in working at Nitrogen to learn more about us by checking us out on our website and social media platforms: