Financial Services Sales Executive

Matlen Silver; Tampa (FL); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Matlen Silver is seeking a Sales Executive to drive new business and account growth in financial services. The role focuses on proactive outbound prospecting, discovery-based selling, and consultative presentations via phone, email, and virtual meetings.

Occasional travel to Tampa, FL or Atlanta, GA HQ is required. Responsibilities include generating ARR, closing new accounts, and collaborating with SDRs to accelerate pipeline velocity.

Qualifications

• Minimum of two years of B2B sales experience.
• Strong discovery skills and professional communication abilities.
• Ability to build financial cases and articulate operational value.
• Experience in financial services, retirement planning, or marketing preferred.
• Demonstrated ability to achieve consistent sales growth.
• Strong sense of urgency and activity-driven mindset.
• Ability to work in a hybrid environment and travel as needed.

Responsibilities

• Generate annual recurring revenue (ARR), including new business and upsell opportunities.
• Prospect and close new accounts, primarily small to mid-sized financial firms.
• Self-source a minimum of three qualified opportunities per month.
• Engage company-supplied MQLs quickly and collaborate with SDRs to accelerate pipeline velocity.
• Use Salesforce.com sales cadences to engage prospects via phone, email, and virtual meetings.
• Apply a consultative sales methodology to assess client needs and align solutions.
• Conduct Quarterly Business Reviews (QBRs) and identify expansion opportunities.
• Coordinate with internal teams to ensure smooth onboarding and fulfillment.
• Investigate and resolve client concerns to ensure satisfaction.
• Partner with senior sales leadership to drive continuous improvement.

Skills

B2B sales

Discovery skills

Professional communication

Financial case building

Operational value articulation

Job description

We are seeking a Sales Executive to drive new business and account growth within the financial services sector. This role focuses on proactive outbound prospecting, discovery-based selling, and consultative solution presentations conducted via phone, email, and virtual meetings. Occasional travel to events, meetings, and headquarters in Tampa, FL or Atlanta, GA is required.

What You’ll Do

• Generate annual recurring revenue (ARR), including new business and upsell opportunities.
• Prospect and close new accounts, primarily small to mid-sized financial firms.
• Self-source a minimum of three qualified opportunities per month.
• Engage company-supplied MQLs quickly and collaborate with SDRs to accelerate pipeline velocity.
• Use Salesforce.com sales cadences to engage prospects via phone, email, and virtual meetings.
• Apply a consultative sales methodology to assess client needs and align solutions.
• Conduct Quarterly Business Reviews (QBRs) and identify expansion opportunities.
• Coordinate with internal teams to ensure smooth onboarding and fulfillment.
• Investigate and resolve client concerns to ensure satisfaction.
• Partner with senior sales leadership to drive continuous improvement.

What We’re Looking For

• Minimum of two years of B2B sales experience.
• Strong discovery skills and professional communication abilities.
• Ability to build financial cases and articulate operational value.
• Experience in financial services, retirement planning, or marketing preferred.
• Demonstrated ability to achieve consistent sales growth.
• Strong sense of urgency and activity-driven mindset.
• Ability to work in a hybrid environment and travel as needed.