Sales Account Executive

Insight Global; Plano (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Insight Global is seeking a Sales Account Executive to engage high-net-worth investors and coordinate meetings with regional sales partners. The role is heavy outbound with 200+ daily dials to warm leads, aiming to set two meetings per day across the country.

The ideal candidate has a Bachelor's degree and up to 5 years in outbound sales, with strong communication, competitiveness, and the potential to prepare for Series 65. FINRA certifications are a plus.

Qualifications

• Bachelor's degree required.
• Up to 5 years of outbound sales experience.
• Heavy experience with cold calling.
• Willing to pass Series 65 within first months.
• Target is 2 meetings per day via high-volume calls across the country.

Responsibilities

• Communicate with high-net-worth investors to arrange meetings with regional sales partners.
• Make 200+ dials per day to warm leads provided by the client.
• Aim to set 2 meetings per day.
• Work across the entire country as part of outbound sales efforts.

Skills

Outbound sales

Cold calling

Strong communication

Sales minded

Competitive

Series 65 prep

FINRA certs

Education

Bachelor's Degree

Finance major/background

Student athlete in college

FINRA Certs

Job description

Job Description

Insight Global is looking for a Sales Account Executive to come join their clients team. These candidates will be communicating with high-net worth investors to arrange meetings with regional sales partners. This is a heavy outbound call role (warm leads) and you get paid commission for every meeting that is set AND goes off. You will be making 200+ pings per day to vetted out warm leads that the client will provide. Goal is to set 2 meetings per day, will be calling across the entire country.

Skills and Requirements

• Bachelors Degree
• Recent college graduate up to 5 years of experience in outbound sales
• Ideal candidate is coming out of college, but they are open to candidates up to 5 years of experience for the right reasons
• Ideal candidate has heavy experience cold calling if they aren't fresh out of college
• Think Solar Sales, Door to Door, True BDR level roles
• Sales Minded / Highly Competitive / Articulate / Strong comms
• Will need to pass Series 65 within first few months
• Will be pulled off the phones after the 3rd month to study half the day for Series 65
• Finance Major or Background
• Student Athlete in College
• FINRA Certs

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].