Associate Account Executive (Remote)
Core
Generate and qualify new leads, build relationships with prospective clients, and implement outbound sales strategies for Advisor Solutions in the wealth management industry.
Role type
Associate Account Executive (Sales)
Builds
Sales pipeline for Advisor Solutions targeting wealth organizations
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Outbound sales, lead generation, CRM management, objection handling, relationship building, digital tools proficiency
Preferred skills
Technology solution-based selling, process management
Technologies
Office 365, CRM, marketing automation tools
Responsibilities
Generate and qualify new leads through phone, email and social media; Build and nurture relationships with prospective clients; Devise and implement creative outbound sales strategies; Track and report all prospecting and sales activities in a CRM; Qualify calls for Account Executives; Partner with clients to understand their organizational needs and recommend solutions
Seniority
Entry-level / Individual Contributor