Account Executive II
Account Executive II
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Details
Description
*This position is based out of our Westlake OH location and is inoffice fulltime.
JOB OVERVIEW
The Account Executive (AE) creates leads and opportunities by profiling prospects.
RESPONSIBILITIES & DUTIES
- Makes outbound phone calls to leads with current and past interest
- Qualifies prospective clients and educates them on potential benefits as well as how selfdirected IRAs work for investment strategies
- Assists in completion of account open documentation
- Crosssells applicable accounts (Roth HSA etc. and products (GLS Education etc.
- Supports house accounts and completes applications collected at events
- Meets sales objectives and business results as established by Sales leadership
- Develops new business opportunities andachieves monthly business goals
- Obtains and follows up with referrals
- Creates leads using Salesforce and documents all interactions
- Updates profile section of lead record as applicable
- Interfaces with onboarding team to ensure accounts are opened and funded efficiently
- Perform other duties as assigned
QUALIFICATIONS
- High School diploma or equivalent required
- Associate degree preferred
- Minimum three 3 years of work experience in a clientdriven environment
- Minimum one 1 year of sales experience preferred
PROFESSIONAL CERTIFICATIONS
- None required
TECHNICAL SKILLS
To be successful in this role you should have experience with and an understanding of the following:
- Intermediate level proficiency in Microsoft Office
CULTURAL COMPETENCIES
In addition to our core company competencies ofCultivates InnovationNimble LearningAction OrientedCollaborates andBeing Resilient a successful candidate in this role should exhibit the following behavioral competencies:
- Attention to Detail
- Time Management
- Written and verbal communication
- Organizing
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time as well as stand walk use hands and fingers and reach with hands and arms. This job requires the ability to lift files open filing cabinets and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities duties and skills. Other duties may be added or this description amended at any time.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age race religion color disability sex sexual orientation or national origin. If you have a disability that requires accommodation or paper application please contact us at
Required Experience:
Senior IC
Employment Type
Full-Time
