Sr. Sales Executive, Financial Services

Insight Global; Camas (WA); On-site; USD 175,000 - 700,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) matching plan

Paid time off & holidays

Family support programs

Fertility and family-forming benefits

Job summary

Insight Global seeks a Financial Services VP of Sales to lead new business acquisition in a fully onsite role across Tampa, FL, Camas, WA, or Plano, TX. You will prospect and close with a high-activity outbound approach, using Salesforce to manage the sales cycle from initial contact to close and handoff.

As a hunter, you will drive annual on-target comp, with substantial upside based on quota attainment and performance in a fast-paced financial services environment.

Qualifications

• Verified track record of success in a financial services sales capacity.
• 3+ years of experience in Financial Services Sales - bringing in net new AUM.
• Currently hold SIE or any FINRA Certification (Series 65, 7, 63, etc)
• Be able to quantify sales success in terms of quota attainment, presidents clubs, etc
• Candidates that are in HUNTER sales roles, not looking for inside sales
• Experience with high activity, outbound cold calling
• Must be ok with getting their Series 65 within their first few months on the job - preferred if they already have it.

Responsibilities

• Working through Salesforce CRM, making 150-200 dials a day to leads provided by the client’s marketing team.
• Setting the initial meeting and taking clients through the full sales cycle, closing the deal and passing off to service department.
• This role is going after new business only.

Skills

Track record in financial services

3+ years sales experience

Hunter sales

Outbound calling

Quota attainment

Series 65 in progress

Education

FINRA certifications (SIE, Series 65/7/63)

Finance major

Tools

Salesforce

Job description

Title: Financial Services Sr. Sales Executive (Financial Services VP of Sales)

Location: Tampa, FL - Camas, WA or Plano, TX – Fully onsite

Base Salary: 100K year 1, 75K year 2, Full Commission year 3

On Target Total Comp: 175-250K year 1, 200-400K year 2, 250-700K year 3 and beyond (ability to make 7 figures)

Work Authorization: Must be able to work Full Time on a W2

Must-haves

• Verified track record of success in a financial services sales capacity
• 3+ years of experience in Financial Services Sales - bringing in net new AUM (Assets under Management)
• Currently hold SIE or any FINRA Certification (Series 65, 7, 63, etc)
• Be able to quantify sales success in terms of quota attainment, presidents clubs, etc
• Candidates that are in HUNTER sales roles, not looking for inside sales
• Experience with high activity, outbound cold calling
• Must be ok with getting their Series 65 within their first few months on the job - preferred if they already have it

PLUSSES

PLUSSES

• Finance Major
• Finance background
• Prior experience in Financial Sales Role

Day-to-Day

Insight Global is looking for a Financial Services VP of Sales to join their team. This is a hunter sales role. Working through Salesforce CRM, making 150-200 dials a day to leads provided to them by the clients marketing team. Setting the initial meeting and taking clients through the full sales cycle, closing the deal then passing off to service department. This role is going after new business only.

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
• Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
• $10,000 fertility, hormonal health and family-forming benefit