Sales Executive, Great Lakes Territory
Core
Sales Executive responsible for acquiring, retaining, and expanding business with financial advisors using an AI wealth management platform.
Role type
B2B SaaS sales executive
Builds
AI platform for wealth professionals (rebalancer, Model Marketplace)
Domain
Fintech / Wealth Management
Deliverable
client delivery
Required skills
consultative selling, quota achievement, complex product articulation, Salesforce proficiency, securities licensing (Series 7, 63)
Preferred skills
independent financial advisor experience, management consulting background, technical aptitude
Responsibilities
meet individual and team sales quotas, educate advisors on platform features, capture advisor feedback for product roadmap, maintain accurate Salesforce records
Seniority
Mid-Senior, hands-on IC
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