Account Executive - Financial Services

Advyzon; Chicago (IL); On-site; USD 65,000 - 75,000; Full time

Job summary

A leading company in the financial technology sector is seeking an Account Executive to drive sales and marketing efforts within a specific territory. The ideal candidate will excel in building relationships and uncovering new opportunities while working closely with various teams. This role offers a competitive salary and requires a proactive, self-starting individual with strong sales experience.

Qualifications

• Minimum three years of sales experience in financial technology or investment industry.
• Proven track record of exceeding annual revenue or sales goals.

Responsibilities

• Build and manage sales pipeline.
• Conduct in-person or web-based demonstrations of Advyzon.
• Manage client relationships and retention efforts.

Skills

Communication

Presentation

Organizational Skills

Sales

Team Player

Education

Bachelor’s Degree

MBA

CFP

Job description

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Account Executive

We’re seeking a salesperson to join our growing team! This person will be responsible for marketing and selling the Advyzon platform to the financial advisor community within a specific geographic territory. The chosen candidate will develop strong relationships, uncover new opportunities, and contribute to Advyzon’s growth. Candidates must be self-starters with strong communication, presentation, and organizational skills. This position will require some travel.

Primary Responsibilities:

• Effectively build and manage sales pipeline
• Identify and uncover new opportunities
• Conduct in-person or web-based demonstrations of Advyzon
• Assist with creating marketing content for outbound marketing campaigns
• Build a network of industry partners or centers of influence
• Attend regional or national conferences as needed
• Diligent follow-up with prospects
• Track and manage all leads and opportunities within our CRM
• Work closely with the relationship management, support, and development teams to ensure a great experience for our users
• Manage client relationships and retention efforts

Skills/Qualifications:

• Minimum three years of sales experience in the financial technology or investment industry
• Proven track record of exceeding annual revenue or sales goals
• Excellent verbal and written communication abilities
• Ability to deliver professional presentations
• Strong organizational skills
• Team player
• Ability to work remotely

Requirements:

• Bachelor’s degree strongly preferred; MBA, CFP a plus
• Deep knowledge of independent financial advisors and/or fintech industry

Compensation:

• Base pay = $65,000-$75,000
• Commission = Quarterly incentive based on performance

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Additional details include seniority level (Mid-Senior level), employment type (Full-time), job function (Finance and Sales), and industry (Internet Publishing). The description is focused on the role and its requirements, with relevant formatting to enhance readability.