Commercial Account Executive

Aspen Global Partners LLC; Riverside (CA); On-site; USD 55,000 - 79,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development programs

Job summary

Aspen Global Partners LLC in Riverside, CA seeks a Commercial Account Executive to identify, pursue and close new business opportunities in the financial services sector. You will manage the full sales cycle from lead generation to closing, build lasting client relationships, and work with marketing and operations to drive revenue growth.

The role requires a bachelor's degree in Business or Finance and proven sales or account management experience; strong communication, negotiation, and

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• Experience in sales or account management is preferred.
• Strong communication and negotiation skills are essential.

Responsibilities

• Develop and maintain relationships with existing and potential clients in the financial advisory sector.
• Identify and pursue new business opportunities through cold calling, networking, and other outreach efforts.
• Manage the full sales cycle, from prospecting to closing, ensuring clients receive high-level service.
• Collaborate with marketing and operations teams to develop and execute sales strategies.
• Monitor and report on sales performance, providing insights and recommendations for improvement.
• Stay up-to-date with industry trends and best practices in the financial advisory sector.

Skills

Sales experience

Client relationship

Communication

Negotiation skills

Team collaboration

Education

Bachelor's degree in Business/Finance

Tools

CRM software

Job description

Commercial Account Executive at Aspen Global Partners in Riverside, CA. Full-time position with a salary range of $55,000 to $78,772. Open until November 22, 2026.

Day-to-day tasks include identifying and pursuing new business opportunities, such as attending industry events, networking with potential clients, and following up on leads. This involves researching market trends, understanding client needs, and proposing tailored solutions. Maintaining and growing existing client relationships requires regular communication, understanding their business goals, and providing ongoing support and value. This includes scheduling meetings, sending newsletters, and offering training and consulting services. Achieving sales targets involves setting and tracking performance metrics, analyzing sales data, and implementing strategies to improve sales performance. This may include setting up sales campaigns, providing sales training, and offering incentives to sales teams.

Work with a team of financial advisors in Riverside, CA. Collaborative and client-focused environment with a commitment to delivering exceptional service.

The salary range for this position is between $55,000 and $78,772 per year, offering a competitive compensation package. Employees can expect comprehensive health insurance coverage, which typically includes medical, dental, and vision benefits. Additionally, the company provides retirement plans such as a 401(k) or pension scheme, allowing employees to save and invest for their future. Professional development opportunities are also available, including training programs, workshops, and access to online courses, enabling employees to enhance their skills and advance their careers.

Requirements include a bachelor's degree in business, finance, or a related field. Previous experience in sales or account management is preferred. Strong communication and negotiation skills are essential.

What you will do:

1. Develop and maintain relationships with existing and potential clients in the financial advisory sector.
2. Identify and pursue new business opportunities through cold calling, networking, and other outreach efforts.
3. Manage the full sales cycle, from prospecting to closing, ensuring our clients receive the highest level of service.
4. Collaborate with the marketing and operations teams to develop and execute sales strategies.
5. Monitor and report on sales performance, providing insights and recommendations for improvement.
6. Stay up-to-date with industry trends and best practices in the financial advisory sector.

What we need:

1. Proven experience as a Commercial Account Executive or similar role in the financial services industry.
2. Strong understanding of the financial advisory sector and a track record of successful client acquisition and retention.
3. Excellent communication, negotiation, and presentation skills.
4. Ability to work independently and as part of a team in a fast-paced environment.
5. Proficient use of CRM software and other sales tools.
6. Bachelor's degree in Business, Finance, or a related field.