Sales Executive, Great Lakes Territory
Core
B2B sales executive selling an AI wealth management platform to financial advisors to help them grow and optimize resources.
Role type
Senior B2B sales executive (financial services/fintech)
Builds
AI platform for wealth professionals (rebalancer, Model Marketplace)
Domain
Wealth management / Fintech / SaaS
Deliverable
client delivery
Required skills
consultative selling, quota achievement, complex product articulation, Salesforce proficiency, financial services domain knowledge
Preferred skills
independent financial advisor experience, management consulting background, technical aptitude, growth mindset
Technologies
Salesforce, Google Suite, Slack, Zendesk
Responsibilities
Acquire, retain, and expand business with financial advisors; educate advisors on platform features; capture advisor feedback for product roadmap; maintain accurate Salesforce records
Seniority
Mid-to-Senior, hands-on IC