Remote Account Executive — Growth in Financial Services

BELAY - Corporate; Atlanta (GA); On-site; USD 80,000 - 85,000; Full time

Job summary

BELAY Corporate is seeking an Account Executive to drive new client acquisition for the Assistant Solutions division. This remote, full-time role focuses on outbound business development, strategic partnerships, and closing opportunities across the U.S.

The candidate will build relationships with executives in financial services and related industries, leveraging CRM tools to manage the sales process and collaborate with marketing and talent teams. Occasional travel is required.

Qualifications

• 3+ years of successful business development, outbound sales, partnership development, and consultative sales experience.
• Experience within financial services, wealth management, banking, professional services, or related industries strongly preferred.
• Demonstrated ability to generate new business opportunities through networking, referrals, strategic partnerships, and proactive business development activities.

Responsibilities

• Build and manage a pipeline of qualified opportunities through outbound prospecting, networking, referrals, events, and strategic outreach efforts.
• Identify and engage decision-makers across targeted industries, including financial advisors, RIAs, wealth management firms, and other key market segments.
• Conduct discovery conversations to understand client needs and position BELAY's Assistant Solutions offerings appropriately.
• Manage opportunities from initial outreach through qualification, proposal discussions, and signed agreement.

Skills

Business development

Outbound sales

Partnership development

Consultative selling

Relationship management

Salesforce

Tools

Gong Engage

CRM software

Job description

BELAY Corporate is seeking an Account Executive to drive new client acquisition for the Assistant Solutions division. This remote, full-time role focuses on outbound business development, strategic partnerships, and closing opportunities across the U.S.

The candidate will build relationships with executives in financial services and related industries, leveraging CRM tools to manage the sales process and collaborate with marketing and talent teams. Occasional travel is required.