Account Executive (Fintech)

TL;DR

Account Executive (Fintech): Driving outreach and sales of professional education programs to leading financial services firms with an accent on high-volume outbound calling and relationship building. Focus on qualifying leads, conducting product demos, and managing the sales pipeline to help professionals achieve their CFP® certification.

Location: Must be based in the United States

Company

A pioneering online professional education platform serving over 1 million customers annually with a focus on career development and certification.

What you will do

• Execute 60-80+ outbound calls daily to target prospects and decision-makers in the financial services sector.
• Qualify leads, schedule product demonstrations, and manage the full enrollment booking process.
• Tailor sales messaging to align with specific firm goals and training needs.
• Maintain precise activity logs and deal status updates within the CRM system.
• Collaborate with marketing and senior sales leadership to iterate on lead generation strategies.
• Stay current with market trends in financial advisor education and professional certification.

Requirements

• 1–3 years of B2B sales or lead generation experience required.
• Must be authorized to work in the United States.
• Comfort handling high call volumes and managing complex sales objections.
• Proven storytelling and relationship-building capabilities.
• Coachable mindset with a focus on achieving performance-driven goals.

Culture & Benefits

• Performance-driven team environment with uncapped earning potential.
• Access to ongoing professional training and career development resources.
• Inclusive workplace culture that actively promotes diversity.
• Mission-aligned work focused on the professional growth of thousands of students.