Sales Executive - Financial Services

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

Job Title: Sales Executive - Financial Services

Duration: FTE

Location: Hybrid in Tampa, FL (HQ) or REMOTE in certain states - (Florida, Georgia, Texas, Alabama, California, New York, Massachusetts)

• Required Pay Scale:
• $50K base salary plus uncapped commission with a ramped structure:
• Additional $20K in year one while you build your pipeline and establish commission stream
• $10K in year two while you build pipeline and establish your commission stream

Strong benefits package included.

***Due to client requirements this role is only open to USC or GC candidates***

Project Details

• 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.

Must Haves

• 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.

Desired Skills

• Bachelor’s degree preferred.

About Matlen Silver

Experience Matters. Let your experience be driven by our experience. For more than 40 years, Matlen Silver has delivered solutions for complex talent and technology needs to Fortune 500 companies and industry leaders. Led by hard work, honesty, and a trusted team of experts, we can say that Matlen Silver technology has created a solutions experience and legacy of success that is the difference in the way the world works.

Matlen Silver is an Equal Opportunity Employer and considers all applicants for all positions without regard to race, color, religion, gender, national origin, age, sexual orientation, veteran status, the presence of a non-job-related medical condition or disability, or any other legally protected status.

If you are a person with a disability needing assistance with the application or at any point in the hiring process, please contact us at email and/or phone at: [e-mail] // 908-393-8600

At The Matlen Silver Group, Inc., W2 employees are eligible for the following benefits:

• Health, vision, and dental insurance (single and family coverage)
• 401(k) plan (employee contributions only)