View all jobs
Account Executive
Remote, VirtualJPC Partners is looking for an Account Executive to drive sales growth, build strong client relationships, and expand presence in the wealth management industry.
As an AE, you will conduct online demos to educate financial advisor prospects on the features and benefits and close deals with wealth management firms across the country. You will also make follow-up phone calls, send emails, and use other marketing tools to qualify and engage prospects to build and manage a pipeline of new business.
Responsibilities
As an AE, you will conduct online demos to educate financial advisor prospects on the features and benefits and close deals with wealth management firms across the country. You will also make follow-up phone calls, send emails, and use other marketing tools to qualify and engage prospects to build and manage a pipeline of new business.
Responsibilities
- Manage the full sales cycle, including prospecting and building a pipeline, conducting initial and follow-up demos, discussing pricing, overseeing trials, and converting prospects to paying customers
- Help financial advisors understand how they can run their practice more efficiently and profitably
- Perform product demos using screen-share tools to prospects and customers
- Sell the product vision in webinars, events, and channel-specific initiatives
- Identify and suggest improvements to our products and support systems
- Collaborate with other Account Executives and Sales Development Reps to share knowledge and set standards
- Exceed monthly / quarterly / annual quotas for new sales
- 3+ years of experience selling Software to SMB and Mid-Market firms
- Experience selling SaaS products, particularly in Financial Advising, Wealth Management or FinTech strongly desired
- Proficiency in using CRM technology to track and manage new prospect relationships (CRM Systems, Salesloft, Gong.io, Salesforce, Nooks, etc.)
- Strong communication skills, utilizing email, telephone, and video conferencing
- Experience in multi-threaded decision making
- Excited to work in a high-energy and collaborative environment
- Positive and energetic demeanor, excellent listening and writing skills
- Basic knowledge of the latest cloud service offerings, toolsets, operating systems, and browsers
- Helpful personality with ability to present the features and value to financial advisors