Jobs · Finance · Florida

Sales Executive - Financial Services

Matlen Silver · Tampa, FL · 5 days ago
On-siteFinance$50k/yrFull-time

About the role

Project Details:

  • Generate annual recurring revenue (ARR), including new business and upsell opportunities.
  • Possess strong discovery skills and professional communication abilities.
  • Collaborate with SDRs to accelerate pipeline velocity.
  • Apply a consultative sales methodology to assess client needs and align solutions.
  • Conduct Quarterly Business Reviews (QBRs) and identify expansion opportunities.
  • Coordinate with internal teams to ensure smooth onboarding and fulfillment.
  • Investigate and resolve client concerns to ensure satisfaction.
  • Partner with senior sales leadership to drive continuous improvement.

Must Haves

  • Minimum of two years of B2B sales experience.
  • Strong discovery skills and professional communication abilities.
  • Ability to build financial cases and articulate operational value.
  • Experience in financial services, retirement planning, or marketing preferred.
  • Demonstrated ability to achieve consistent sales growth.
  • Strong sense of urgency and activity-driven mindset.
  • Ability to work in a hybrid environment and travel as needed.

Desired Skills

  • Bachelor’s degree preferred.
  • CRM proficiency; Salesforce experience preferred.

About Matlen Silver

Experience Matters. Let your experience be driven by our experience. For more than 40 years, Matlen Silver has delivered solutions for complex talent and technology needs to Fortune 500 companies and industry leaders. Led by hard work, honesty, and a trusted team of experts, we can say that Matlen Silver technology has created a solutions experience and legacy of success that is the difference in the way the world works.

Benefits

At The Matlen Silver Group, Inc., W2 employees are eligible for the following benefits:

  • Health, vision, and dental insurance (single and family coverage).
  • 401(k) plan (employee contributions only).

Schedule

FTE

Location

Tampa, FL (HQ)

Salary

$50,000.00 per annum

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