Account Exec. Inside Sales (Remote)
Core
Inside sales role focused on generating and qualifying new leads, building relationships, and selling Advisor Solutions (technology, content, analytics) to wealth organizations in the US and abroad.
Role type
Inside Sales Representative (B2B SaaS/Financial Services)
Builds
Advisor Solutions product suite (AdvisorStream, Websites, Content, Analytics, SEO/SEM, Digital leads, Ad Re-targeting, Video Marketing)
Domain
Financial Services / Wealth Management / B2B SaaS
Required skills
outbound sales strategies, lead generation, CRM management, solution selling, objection handling, pipeline development
Preferred skills
technology solution-based selling, creativity, sales agility, organizational skills, collaboration
Technologies
CRM, marketing automation tools, AdvisorStream, SEO/SEM
Responsibilities
Generate and qualify new leads through phone, e-mail, and social media; Build and nurture relationships with prospective clients; Devise and implement creative outbound sales strategies; Track and report prospecting and sales activities in a CRM; Help manage marketing campaigns; Solution/sell from product suite
Seniority
Individual Contributor