Sales Executive, Southeast Territory
Core
Sales Executive driving revenue growth for an AI wealth management platform by acquiring and expanding business with financial advisors.
Role type
Senior B2B SaaS sales executive
Builds
AI platform for wealth professionals (rebalancer, Model Marketplace)
Domain
Fintech / Wealth Management
Deliverable
production ML models | product features
Required skills
consultative selling, quota achievement, complex product articulation, Salesforce proficiency, financial services domain knowledge
Preferred skills
independent financial advisor experience, top-tier management consulting background, Series 7 and 63 licenses, technical aptitude
Responsibilities
Achieve individual quarterly and annual sales quotas, educate advisors on platform features, guide clients through the buying process, capture advisor feedback for product priorities, maintain accurate Salesforce records
Seniority
Senior, hands-on IC