Sales Executive, Professional Services

Ladders; United States; Remote; USD 110,000 - 130,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Flexible PTO

Parental leave

Volunteer days

Commuter benefits

Discounted stock plan

Job summary

Our client, a leader in Finance & Insurance, seeks a Sales Executive, Professional Services to drive territory growth through proactive prospecting and consultative selling.

Remote role for US-based candidates only, focusing on expanding adoption of professional services. Ideal candidate has 8+ years in sales, deep wealth-management knowledge, and strong CRM skills (Salesforce) to manage a multi-million-dollar pipeline.

Qualifications

• 8+ years of sales experience in banking, wealth management, or Fin-Tech.
• Proven success in proactive lead generation and sales.
• Excellent communication skills across various platforms.
• Strong consultative selling abilities with a client-centric approach.
• Outstanding time-management and organizational skills.
• Ability to thrive in fast-paced environments and work independently or in teams.
• Experience with CRM systems, preferably Salesforce.
• Familiarity with Agile methodology and digital transformation in wealth management.

Responsibilities

• Collaborate with consultants and sales teams to drive territory growth through lead generation.
• Make outbound calls to generate interest in the company's professional services.
• Respond to sales inquiries from existing clients.
• Learn and educate clients on the company's professional services portfolio.
• Maintain accurate records of interactions and pipeline status in CRM.
• Work with marketing to optimize lead generation strategies.
• Contribute to a sales pipeline of approximately $2.5M to $3.5M annually.

Skills

Lead generation

Consultative selling

CRM management

Salesforce

Communication

Time management

Team collaboration

Agile familiarity

Tools

Salesforce

Job description

For our client, we are seeking a Sales Executive, Professional Services to join the team of a leader in the Finance & Insurance space.

This remote role will focus on driving territory growth through proactive prospecting, consultative selling, and strong client engagement. The ideal candidate will partner closely with consultants, sales, and marketing teams to generate interest, support pipeline development, and help expand adoption of the company's professional services offerings. Success in this role will require a deep understanding of wealth management and the ability to communicate value clearly to prospective and existing clients.

The position also calls for disciplined CRM management, consistent follow-through, and the ability to contribute meaningfully to a multi-million-dollar annual sales pipeline.

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $110,000 – $130,000 annually

Responsibilities

• Collaborate with consultants and sales teams to drive territory growth through lead generation
• Make outbound calls to generate interest in the company's professional services
• Respond to sales inquiries from existing clients
• Learn and educate clients on the company's professional services portfolio
• Maintain accurate records of interactions and pipeline status in CRM
• Work with marketing to optimize lead generation strategies
• Contribute to a sales pipeline of approximately $2.5M to $3.5M annually

Qualifications

• 8+ years of sales experience, preferably in banking, wealth management, or Fin-Tech
• Proven success in proactive lead generation and sales
• Excellent communication skills across various platforms
• Strong consultative selling abilities with a client-centric approach
• Outstanding time-management and organizational skills
• Ability to thrive in fast-paced environments and work independently or in teams
• Experience with CRM systems, preferably Salesforce
• Familiarity with Agile methodology and digital transformation in wealth management

Benefits

• Comprehensive healthcare coverage including medical, dental, and vision
• Life and disability insurance with premiums covered for base coverage
• 401(k) matching contributions
• Tuition reimbursement and education assistance
• Flexible Paid Time Off (PTO) policy that increases over time
• Paid parental leave and backup childcare arrangements
• Paid volunteer days and commuter benefits
• Access to employee networks and a discounted stock purchase plan

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.