Growth Account Executive
Core
Accelerate new financial advisors' adoption of the Pontera retirement platform by guiding them to their first five managed clients within 90-120 days.
Role type
Growth Account Executive (Sales)
Builds
Advisor onboarding and client acquisition for a fintech retirement platform
Domain
Fintech / Retirement Planning / Financial Advisory
Required skills
consultative selling, solutions selling, business development, pipeline management, commercial negotiation, Challenger selling, SPIN selling
Preferred skills
familiarity with Challenger or SPIN selling models
Technologies
Challenger model, SPIN model
Responsibilities
Lead high-value onboarding sessions to drive advisor action, conduct structured meetings and calls to create urgency, manage a named pipeline of advisors across segments, track advisor progression to the five-client milestone, dedicate 25% of time to outbound engagement, identify and negotiate upsell opportunities for existing SMB customers
Seniority
Mid-level, individual contributor