Remote Senior Account Executive – Self-Directed IRA

Equity Trust Company; Westlake (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Equity Trust Company in Westlake, OH is seeking a Senior Account Executive to drive new business by engaging leads, guiding them through the account opening process, and presenting our IRA solutions.

You will collaborate with internal teams, educate clients on self-directed IRA options, meet monthly sales goals, and develop opportunities through outbound calls, referrals, and events while maintaining professional client relationships.

Qualifications

• High School diploma or equivalent
• Bachelor's degree in Business or equivalent area of study a plus
• Minimum two (2) years of sales experience in a client-centric environment
• In person interaction that includes actively collaborating with colleagues and participating in team or company meetings

Responsibilities

• Makes outbound calls to leads with current and past interest
• Fields inbound inquiries from prospective clients and leads them through the account open process while ensuring correct expectations are set when they become new clients
• Communicates information related to our products, services, account types, and IRS regulations to clients
• Educates prospective clients on potential benefits and how self-directed IRAs work for various investment strategies
• Meets sales objectives and business results as established by Sales leadership
• Develops new business opportunities and achieves monthly business goals
• Obtains and follows up with referrals
• Handles escalated calls and client issues with professionalism
• Cross-sells applicable accounts (Roth, HSA, etc.) and products (GLS, Education, etc.)
• Follows assigned work schedule with regular and predictable attendance
• Interfaces with the onboarding team to ensure accounts are open and funded efficiently
• Creates leads using Salesforce and documents all interactions
• Updates profile section of lead record as applicable
• Travels to events as required
• Performs other duties as assigned

Skills

Sales prospecting

CRM (Salesforce)

Written & verbal communication

Relationship building

Education

High School diploma or equivalent

Bachelor's degree in Business or equivalent

Tools

Salesforce

Microsoft Office

Job description

Equity Trust Company in Westlake, OH is seeking a Senior Account Executive to drive new business by engaging leads, guiding them through the account opening process, and presenting our IRA solutions.

You will collaborate with internal teams, educate clients on self-directed IRA options, meet monthly sales goals, and develop opportunities through outbound calls, referrals, and events while maintaining professional client relationships.