Account Executive

Job Summary

BECOME AN ACCOUNT EXECUTIVE
Join a dynamic company that values your growth, with the potential to make six figures in a commission-based role.

We are looking for positive, self-motivated, sales-driven professionals who want to be part of a handpicked team. Individuals who want to change their own lives and positively impact others are encouraged to apply we don't do average here we do exceptional.

You will spend your day creating wealth through education, not only for yourself but for others. This will be achieved by connecting clients to experienced financial advisors, making a real difference in helping people retire in the best way possible.

The company believes in education, offering paid training followed by on-the-job development, including the opportunity to become a Financial Advisor.

Job Description

Responsibilities, including but not limited to:

• Call potential clients to set up appointments with financial advisors and offer complimentary educational materials

• For top performers, earn a position on the inbound team handling leads from digital, TV, radio, and print campaigns

• Meet and exceed performance and sales goals

• Complete all assigned daily tasks

• Attend training sessions and staff meetings as required

Requirements/Qualifications

• Minimum of 2 years of sales experience (e.g., Financial Sales, Direct Sales, B2B Sales, Business Development)

• Experience with cold calling is preferred

• Strong computer proficiency

• Excellent communication skills with professional phone etiquette

• High ethical standards, transparency, and integrity

• Professional demeanor at all times

• Confidence in engaging with high-net-worth individuals and clients