Financial Services AE | Growth & Relationships

Atlas National Corp.; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development

Job summary

Atlas National Corp. seeks an Account Executive in Miami, FL, for a full-time role to manage client relationships, drive sales, and contribute to the company's financial services growth. Daily tasks include client meetings, sales presentations, and market analysis.

You'll develop and maintain client relationships, negotiate contracts, and track performance metrics to ensure sales targets are met. You'll collaborate with a team of financial professionals in a dynamic workplace, where you'll have

Qualifications

• Bachelor's degree in Business, Marketing, Finance, or related field.
• Experience in sales or account management preferred.
• Strong communication and interpersonal skills.
• Proficiency in Excel and PowerPoint beneficial.
• Knowledge of CRM software is a plus.

Responsibilities

• Build and maintain relationships with existing and potential clients in financial services.
• Identify and pursue new business opportunities to drive revenue growth.
• Develop and present sales proposals to secure client contracts.
• Provide excellent customer service and support to ensure client satisfaction.
• Collaborate with internal teams to ensure smooth execution of client projects.
• Stay up-to-date with industry trends to inform strategies.
• Monitor and report on KPIs to assess sales effectiveness.

Skills

Sales

Client relations

Negotiation

Communication

Education

Bachelor's degree

Tools

CRM software

Excel

PowerPoint

Job description

Atlas National Corp. seeks an Account Executive in Miami, FL, for a full-time role to manage client relationships, drive sales, and contribute to the company's financial services growth. Daily tasks include client meetings, sales presentations, and market analysis.

You'll develop and maintain client relationships, negotiate contracts, and track performance metrics to ensure sales targets are met. You'll collaborate with a team of financial professionals in a dynamic workplace, where you'll have