Account Executive (m/w/d)
On-site
Core
Account Executive responsible for contacting leads generated by marketing campaigns, evaluating investor goals, and scheduling meetings with Regional Directors to sell financial advisory services.
Role type
Account Executive (Sales)
Builds
Financial advisory services for high-net-worth individuals
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Sales techniques, goal orientation, professional presence, communication skills, English proficiency
Responsibilities
Contacting pre-qualified leads via phone, evaluating investor objectives, scheduling meetings with Regional Directors, conveying the company's value proposition to potential clients