Commercial Account Executive

Northwind Elite Partners; Denver (CO); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with 401(k)

Professional development

Job summary

Northwind Elite Partners in Denver, CO, is seeking a Commercial Account Executive for a full-time role. You will develop and maintain client relationships, drive revenue growth, and deliver tailored financial solutions to diverse clients.

You will work with a team of financial advisors in an office setting, engaging clients to understand needs and provide proactive service. A bachelor’s degree in finance or business and 3–5 years in sales or account management are required.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• 3–5 years of experience in sales or account management in financial services.
• Strong communication and interpersonal skills.

Responsibilities

• Develop and maintain relationships with existing and potential clients in the financial services industry.
• Identify and pursue new business opportunities to drive revenue growth.
• Provide exceptional client service and ensure client satisfaction through proactive communication and support.
• Collaborate with internal teams to develop and implement sales strategies and plans.
• Monitor client accounts and provide regular reports on performance and trends.
• Stay up-to-date with industry trends, market developments, and competitive landscape.

Skills

Client relationship management

Sales experience

Interpersonal communication

Education

Bachelor's degree in Finance

Tools

CRM software

Job description

Northwind Elite Partners, a financial advisory firm in Denver, CO, seeks a Commercial Account Executive for a full-time position. Salary ranges from $80,000 to $114,500. The role involves client relationship management and revenue growth.

As a Commercial Account Executive, you will develop and maintain client relationships, drive revenue growth, and ensure exceptional service delivery. You will engage with clients to understand their needs and provide tailored solutions.

You will work in an office environment in Denver, CO, as part of a team of financial advisors. This team, which may include investment analysts, insurance specialists, and tax consultants, collaborates to provide comprehensive financial services to clients. These services can range from retirement planning and estate management to insurance and investment strategies. The team works together to ensure that each client receives personalized, tailored advice that meets their unique financial goals and needs. Regular team meetings and collaborative tools are used to share information, discuss client cases, and develop strategies. The office environment f...s to contribute to the team's success and help clients achieve their financial objectives.

The annual salary for this position ranges from $80,000 to $114,500, providing a competitive compensation package. Employees are offered comprehensive health insurance plans, including medical, dental, and vision coverage, to ensure their well-being and that of their families. Additionally, the company provides retirement plans such as a 401(k) with matching contributions, helping employees save for their future. For professional growth, the position includes opportunities for continued education and training, allowing employees to develop new skills and advance their careers.

To be successful in this role, you should have a bachelor's degree in finance, business, or a related field. Experience in sales or account management is required. Strong communication and interpersonal skills are essential.

Develop and maintain relationships with existing and potential clients in the financial services industry.Identify and pursue new business opportunities to drive revenue growth.Provide exceptional client service and ensure client satisfaction through proactive communication and support.Collaborate with internal teams to develop and implement sales strategies and plans.Monitor client accounts and provide regular reports on performance and trends.Stay up-to-date with industry trends, market developments, and competitive landscape.Attend and participate in industry conferences, networking events, and other professional development opportunities.Bachelor's degree in Business, Finance, Marketing, or a related field.3-5 years of experience in a sales or account management role within the financial services industry.Proven track record of meeting or exceeding sales targets and revenue goals.Strong knowledge of financial products, services, and market trends.Excellent communication, negotiation, and interpersonal skills.Ability to work independently and as part of a team in a fast-paced environment.Proficiency in Microsoft Office Suite and CRM software.Valid driver's license and reliable transportation.