Account Executive

Posted 4 months agoViewed

💎 Seniority level: Executive, 3-5 years

📍 Location: Contiguous US

💸 Salary: $75,000 - $130,000 per year

🔍 Industry: Financial Services

🏢 Company: SmartAsset👥 251-500💰 Secondary Market over 3 years agoMarketplace Financial Services Personal Finance Wealth Management Finance FinTech

🗣️ Languages: English

⏳ Experience: 3-5 years

🪄 Skills: Business DevelopmentSalesforceCommunication SkillsAnalytical SkillsCollaborationTime Management

Requirements:

3-5 years of full sales cycle experience and/or in a Sales Development role, preferably in a fast-paced, high-growth startup environment
Experience in an inside sales, cold calling, transactional sales role
Ability to drive deals independently in a fast-paced, dynamic environment
Comfortable speaking to and persuading prospective clients on the phone and making 80+ calls per day
Attention to detail; excellent organization and time-management skills
Comfortable in a fast-paced, high-growth startup environment
Salesforce experience preferred but not required
Team player who possesses excellent interpersonal skills and communication skills

Responsibilities:

Comfortability working in a high volume activity/sales environment and being on monthly quotas
Identifying and developing potential new clients through prospecting and cold outreach
Providing detailed information to prospective customers and educating them on the features and benefits of SmartAsset’s platform
Having a consultative approach with clients by understanding their business needs, explaining ROI and having a strong closing approach
Owning the full sales cycle, from prospecting to closing
Becoming an expert in the financial advisor industry to better help identify strong advisor prospects who will be a good fit for the Smart Advisor platform
Collaborating with company leadership to vet and research different strategies for generating more revenue
Operating with a high level of integrity and able work within organizational Rules of Engagement
Staying organized, maintaining contacts and outreach in Salesforce

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