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Account Executive - Financial Services
Develop and manage a sales pipeline to expand Advyzon's presence among financial advisors
Chicago
Entry Level
3 months ago
Advyzon
A financial technology firm offering an integrated cloud-based platform for portfolio management, reporting, CRM, and client engagement for advisors.
2 Similar Jobs at Advyzon
Account Executive
We're seeking a salesperson to join our growing team! This person will be responsible for marketing and selling the Advyzon platform to the financial advisor community within a specific geographic territory. The chosen candidate will develop strong relationships, uncover new opportunities and do what it takes to help Advyzon grow. Candidates must be self-starters with strong communication, presentation, and organizational skills. This position will require some travel.
Primary Responsibilities:
- Effectively build and manage sales pipeline.
- Identify and uncover new opportunities.
- Conduct in-person or web-based demonstrations of Advyzon.
- Assist with creating marketing content for outbound marketing campaigns.
- Build a network of industry partners or centers of influence.
- Attend regional or national conferences as needed.
- Diligent follow up with prospects.
- Track and manage all leads and opportunities within our CRM.
- Work closely with the relationship management, support and development teams to ensure a great experience for our users.
- Manage client relationship and retention efforts.
Skills/Qualifications:
- Candidates should have a minimum three years of sales experience in the financial technology or investment industry.
- Proven track record of exceeding annual revenue or sales goals.
- Excellent verbal and written communication abilities.
- The ability to deliver professional presentations.
- Strong organizational skills.
- Team player.
- Ability to work remotely.
Requirements:
- Bachelor's degree strongly preferred; MBA, CFP a plus.
- Deep knowledge of independent financial advisors and/or fintech industry.
Compensation:
- Base pay = $65,000-$75,000
- Commission = Quarterly incentive based on performance
About Advyzon
A financial technology firm offering an integrated cloud-based platform for portfolio management, reporting, CRM, and client engagement for advisors.