Account Executive II

Equity Trust Company; Westlake (OH); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a motivated Account Executive to drive business growth through lead generation and client education. This role involves making outbound calls, qualifying prospects, and assisting clients in understanding self-directed IRAs. The ideal candidate will have a strong sales background, excellent communication skills, and the ability to manage multiple tasks efficiently. Join a dynamic team that values innovation and collaboration, where your contributions will directly impact the company's success and client satisfaction.

Qualifications

• Minimum three years of experience in a client-driven environment.
• High School diploma or equivalent required.

Responsibilities

• Qualifies prospective clients and educates them on self-directed IRAs.
• Makes outbound calls to leads and meets sales objectives.

Skills

Sales Experience

Client Management

Communication Skills

Attention to Detail

Time Management

Education

High School Diploma

Associate Degree

Tools

Salesforce

Microsoft Office

Job description

Job Details

Level: Experienced

Job Location: Westlake, OH

Position Type: Full Time

Education Level: High School

Salary Range: Undisclosed

Job Category: Sales

Description

*This position requires a full-time, in-office schedule.

JOB OVERVIEW
The Account Executive (AE) creates leads and opportunities by profiling prospects.

RESPONSIBILITIES & DUTIES

• Makes outbound phone calls to leads with current and past interest
• Qualifies prospective clients and educates them on potential benefits as well as how self-directed IRAs work for investment strategies
• Assists in completion of account open documentation
• Cross-sells applicable accounts (Roth, HSA, etc.) and products (GLS, Education, etc.)
• Supports house accounts and completes applications collected at events
• Meets sales objectives and business results as established by Sales leadership
• Develops new business opportunities and achieves monthly business goals
• Obtains and follows up with referrals
• Creates leads using Salesforce and documents all interactions
• Updates profile section of lead record as applicable
• Interfaces with onboarding team to ensure accounts are opened and funded efficiently
• Perform other duties as assigned

QUALIFICATIONS

• High School diploma or equivalent required
• Associate degree preferred
• Minimum three (3) years of work experience in a client-driven environment
• Minimum one (1) year of sales experience preferred
  

PROFESSIONAL CERTIFICATIONS

• None required

TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:

• Intermediate level proficiency in Microsoft Office

CULTURAL COMPETENCIES
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

• Attention to Detail
• Time Management
• Written and verbal communication
• Organizing

PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin. If you have a disability that requires accommodation or paper application, please contact us at [e-mail].

Qualifications