*Candidates must reside in either the Central or Mountain time zones and have experience in the financial services industry.

The Account Executive III is responsible for achieving sales and/or profitability objectives, from both existing accounts and new client prospects. Account Executives meet with clients and prospects to recognize opportunities and turn leads into long-lasting partnerships. With their extensive product knowledge and understanding of industry trends, Account Executives will communicate directly with clients and prospects, to understand their individual needs, and recommend products or services to help the clients attain their goals.

KEY DUTIES/RESPONSIBILITIES

• Achieve assigned sales targets. 50%
• Participate in a high level of prospecting activities: lead generation, qualifying prospects, discovery, and demonstrating solutions to prospective clients. Ability to manage multiple accounts while ...