Strategic Financial Services Account Executive

Aspen Global Partners LLC; Riverside (CA); On-site; USD 55,000 - 79,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development programs

Job summary

Aspen Global Partners LLC in Riverside, CA seeks a Commercial Account Executive to identify, pursue and close new business opportunities in the financial services sector. You will manage the full sales cycle from lead generation to closing, build lasting client relationships, and work with marketing and operations to drive revenue growth.

The role requires a bachelor's degree in Business or Finance and proven sales or account management experience; strong communication, negotiation, and

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• Experience in sales or account management is preferred.
• Strong communication and negotiation skills are essential.

Responsibilities

• Develop and maintain relationships with existing and potential clients in the financial advisory sector.
• Identify and pursue new business opportunities through cold calling, networking, and other outreach efforts.
• Manage the full sales cycle, from prospecting to closing, ensuring clients receive high-level service.
• Collaborate with marketing and operations teams to develop and execute sales strategies.
• Monitor and report on sales performance, providing insights and recommendations for improvement.
• Stay up-to-date with industry trends and best practices in the financial advisory sector.

Skills

Sales experience

Client relationship

Communication

Negotiation skills

Team collaboration

Education

Bachelor's degree in Business/Finance

Tools

CRM software

Job description

Aspen Global Partners LLC in Riverside, CA seeks a Commercial Account Executive to identify, pursue and close new business opportunities in the financial services sector. You will manage the full sales cycle from lead generation to closing, build lasting client relationships, and work with marketing and operations to drive revenue growth.

The role requires a bachelor's degree in Business or Finance and proven sales or account management experience; strong communication, negotiation, and