Account Executive, WealthTech Consumer Sales (NYC)

Zoe Financial; New York (NY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Healthcare, Dental & Vision Coverage

401(K)

Two weeks PTO

Breakfast provided on Tuesdays

Lunch provided on Fridays

Job summary

Zoe Financial is looking for a Sales Representative in New York City to connect with clients and match them with advisors. You will play a crucial role in improving the financial advisory system, ensuring a superior client experience.

Ideal candidates will have 2-5 years of sales experience and a strong understanding of investment products. Benefits include competitive salary, equity, and a vibrant work culture.

Qualifications

• 2-5 years of experience in sales.
• Strong understanding of investment products, financial markets, and account management processes.
• Ability to thrive in a fast-paced and dynamic environment.

Responsibilities

• Conduct personalized conversations to assess client needs.
• Ensure clients understand the benefits of working with a fiduciary advisor.
• Provide a seamless and professional experience.

Skills

Sales Experience

Understanding of Financial Products

Time Management

Communication Skills

Education

Bachelor's Degree

Job description

Zoe Financial is looking for a Sales Representative in New York City to connect with clients and match them with advisors. You will play a crucial role in improving the financial advisory system, ensuring a superior client experience.

Ideal candidates will have 2-5 years of sales experience and a strong understanding of investment products. Benefits include competitive salary, equity, and a vibrant work culture.