Sales Executive - Financial Services

What You’ll Do

• Generate annual recurring revenue (ARR), including both new and upsell business.
• Possess strong business acumen and have the ability to build a financial case with business owners, but the flexibility to shift to operational benefits with other stakeholders, e.g., marketing personnel.
• Conduct open-ended discovery that can run multiple paths.
• Know how to communicate professionally by email, phone, and virtual platforms to run discovery sessions and present marketing solutions effectively.
• Can learn and implement industry and product information quickly.
• Demonstrates professional assertiveness to create and withstand construction tension and maintain equal status with buyers.
• Experience in marketing or financial/retirement planning industries preferred.
• Clear track record of achieving high-performance sales growth in business-to-business sales.
• Strong sense of urgency and ability to translate it into activity.
• Proficiency with Microsoft Office and CRM platforms, with Salesforce.com experience preferred.
• Ability to work in a hybrid work environment (both in office and work from home) and willingness to travel as needed.

What We’re Looking For

• Bachelor's degree preferred.
• Minimum of two years of sales experience.
• Naturally curious and seeks to understand a client’s situation and context.
• Experience in marketing or financial/retirement planning industries preferred.
• Clear track record of achieving high-performance sales growth in business-to-business sales.
• Strong sense of urgency and ability to translate it into activity.
• Proficiency with Microsoft Office and CRM platforms, with Salesforce.com experience preferred.
• Ability to work in a hybrid work environment (both in office and work from home) and willingness to travel as needed.

Benefits You’ll Receive

• Ongoing individual and group sales training and coaching including one-on-one mentorship from industry leaders.
• Experience in sales, marketing, and SaaS.
• Opportunities for career growth based on performance.
• Cutting-edge sales enablement technology resources.
• Competitive base salary.
• Uncapped variable sales compensation based on performance.
• Two weeks paid vacation during the first full year.
• Fitness reimbursement.
• Referral bonus program.
• Health/Dental/Vision/HSA/FSA coverage available 1st of the month following your hire date.
• 401(k) with company match.
• Paid Holidays.