Account Executive (Remote)
Core
Inside Sales Representative responsible for generating and qualifying new leads, managing the sales pipeline, and selling Fi360 software solutions to wealth and retirement organizations.
Role type
Inside Sales Representative (B2B SaaS)
Builds
Fi360 software solutions for wealth and retirement organizations
Domain
Financial Technology (FinTech) / Wealth Management
Deliverable
product features
Required skills
outbound sales strategies, CRM management, lead generation, objection handling, product selection, sales negotiation, digital tools proficiency
Preferred skills
technology solution-based selling, process management, industry conference participation
Technologies
Office 365, CRM systems
Responsibilities
Generate and qualify new leads through phone, email, and social media; devise and implement creative outbound sales strategies; track and report prospecting activities in a CRM; contact prospects and existing clients to discuss needs and explain product solutions; negotiate prices or terms of sales agreements; identify prospective clients using business directories and trade shows; collaborate with colleagues on selling strategies; work with sales management to ensure process efficiency; exceed annual sales quotas and KPIs.
Seniority
Entry-level to Mid-level, individual contributor