Strategic Financial Services Account Executive

GetJobSmart; Mesa (AZ); On-site; USD 70,000 - 96,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Performance bonuses

Job summary

Apex National in Mesa, AZ is seeking a results-driven Account Executive to drive sales and manage client relationships in the financial services sector. You will identify opportunities, develop strategies, negotiate contracts, and track performance to achieve company goals.

You will collaborate with a diverse Mesa team, using CRM and financial tools to analyze data, coordinate projects, and deliver exceptional client service in a fast-paced office environment.

Qualifications

• Bachelor's degree in finance or related field.
• Certifications such as CFA or CFP preferred.
• Strong communication and negotiation skills.
• Experience in financial services and client relationship management.

Responsibilities

• Driving sales and building strong relationships with clients.
• Identifying and pursuing new business opportunities.
• Maintaining existing client relationships.
• Ensuring customer satisfaction.
• Developing and implementing sales strategies.
• Negotiating contracts.
• Tracking sales performance.
• Proven track record in sales and account management.
• Excellent communication and negotiation skills.
• Deep understanding of the financial services industry.

Skills

Sales experience

Account management

Communication

Negotiation

Financial services knowledge

Education

Bachelor's degree in finance or related field

CFA certification

CFP certification

Tools

CRM systems

Financial modeling software

Data analysis platforms

Portfolio management tools

Job description

Apex National in Mesa, AZ is seeking a results-driven Account Executive to drive sales and manage client relationships in the financial services sector. You will identify opportunities, develop strategies, negotiate contracts, and track performance to achieve company goals.

You will collaborate with a diverse Mesa team, using CRM and financial tools to analyze data, coordinate projects, and deliver exceptional client service in a fast-paced office environment.