Financial Services Account Executive - Growth & 401(k) Match

GetJobSmart; Raleigh (NC); On-site; USD 80,000 - 130,000; Full time

Job summary

Atlas Prime Partners in Raleigh, NC seeks an Account Executive to drive sales and build strong client relationships. You will prospect, present financial solutions, and negotiate deals while collaborating with a close-knit sales team.

A bachelor's degree in finance, business, or related field is required, along with sales experience in financial services. Strong communication and negotiation skills are essential for success in this role.

Qualifications

• Bachelor's degree in finance, business, or related field.
• Experience in sales, preferably in the financial services industry.
• Strong communication and negotiation skills.
• Ability to work independently and as part of a team.
• Proven track record of meeting and exceeding sales targets.
• Knowledge of CRM software and sales tools.
• Valid driver's license and ability to travel.

Responsibilities

• Develop and maintain a pipeline of high-quality prospects and clients.
• Achieve and exceed sales targets through effective sales strategies and techniques.
• Build and maintain strong relationships with clients to ensure their satisfaction and loyalty.
• Provide exceptional customer service and support to clients.
• Collaborate with the sales team to drive team performance and achieve company goals.
• Stay up-to-date with industry trends and best practices to inform sales strategies.
• Participate in market research and competitor analysis to identify opportunities for growth.
• Attend industry events and conferences to network and build relationships with potential clients and partners.

Skills

Sales

CRM software

Negotiation

Communication

Travel

Education

Bachelor's degree in Business/Finance/related field

Tools

CRM software (e.g., Salesforce)

Job description

Atlas Prime Partners in Raleigh, NC seeks an Account Executive to drive sales and build strong client relationships. You will prospect, present financial solutions, and negotiate deals while collaborating with a close-knit sales team.

A bachelor's degree in finance, business, or related field is required, along with sales experience in financial services. Strong communication and negotiation skills are essential for success in this role.