Hybrid Sales Exec - Financial Services, Uncapped Commission

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

Benefits offered by this job

Health, vision, and dental insurance (

401(k) plan

Job summary

Matlen Silver is seeking a Sales Executive - Financial Services to generate ARR, close new accounts, and expand opportunities in a hybrid Tampa or remote role across selected states. You will self-source leads, leverage MQLs with SDRs, and use Salesforce cadences to drive pipeline velocity with a consultative approach.

The role requires at least two years of B2B sales, strong discovery and communication skills, and the ability to articulate financial value.

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.
• CRM proficiency; Salesforce experience preferred.
• Ability to work in a hybrid environment and travel as needed.

Responsibilities

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

Skills

B2B sales experience

Discovery skills

Professional communication

Financial value articulation

Sense of urgency

Sales activity focus

CRM proficiency

Travel in hybrid role

Education

Bachelor’s degree preferred

Tools

Salesforce

Job description

Matlen Silver is seeking a Sales Executive - Financial Services to generate ARR, close new accounts, and expand opportunities in a hybrid Tampa or remote role across selected states. You will self-source leads, leverage MQLs with SDRs, and use Salesforce cadences to drive pipeline velocity with a consultative approach.

The role requires at least two years of B2B sales, strong discovery and communication skills, and the ability to articulate financial value.