Account Executive - International (Inside Sales)
On-site
Core
Engage high-net-worth individuals over the phone to determine investment goals, educate them on services, and set meetings with Private Client Advisers.
Role type
Inside Sales Account Executive
Builds
Sales pipeline and qualified appointments for regional sales partners
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Sales techniques, trust-building, persuasive communication, goal determination, relationship management
Preferred skills
Drive for results, adaptability, learning agility
Responsibilities
Communicate value proposition to investors, arrange meetings with sales partners, control career trajectory, work with warm leads provided by marketing
Seniority
Entry-level, individual contributor