Hybrid Financial Services Sales Exec — $50K + Commission

Matlen Silver; Tampa (FL); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Hybrid work model

Strong benefits package

Job summary

Matlen Silver is seeking a Sales Executive for Financial Services to generate ARR through new business and upsell opportunities. The role blends hybrid work in Tampa, FL with remote options across select states, including Florida and beyond.

You will prospect, close accounts, source qualified opportunities, and collaborate with SDRs to accelerate pipeline velocity, using Salesforce cadences and a consultative approach to client needs.

Qualifications

• Minimum of two years of B2B sales experience.
• Ability to build financial cases and articulate value.
• Experience in financial services, retirement planning, or marketing preferred.
• Demonstrated ability to achieve consistent sales growth.

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

CRM Salesforce

Hybrid work

Travel willingness

Strong communication

Financial services knowledge

Pipeline generation

Education

Bachelor’s degree preferred

Tools

Salesforce

Job description

Matlen Silver is seeking a Sales Executive for Financial Services to generate ARR through new business and upsell opportunities. The role blends hybrid work in Tampa, FL with remote options across select states, including Florida and beyond.

You will prospect, close accounts, source qualified opportunities, and collaborate with SDRs to accelerate pipeline velocity, using Salesforce cadences and a consultative approach to client needs.