3 часа назад
Sales Executive (Fintech)
265 000 - 280 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales Executive (Fintech): Driving consultative B2B sales of an AI wealth management platform for financial advisors with an accent on quota attainment, advisor education, and positioning complex platform features. Focus on building predictable sales growth, capturing customer feedback for product priorities, and improving sales execution through Salesforce and scalable processes.
Location: Remote from Michigan, Minnesota, or Wisconsin only
Target compensation: $265,000–$280,000 OTE (base plus variable).
Company
is building an AI platform for wealth professionals and partnering with financial advisors to improve the accessibility, affordability, and quality of financial advice.
What you will do
- Meet individual quarterly and annual sales quotas while supporting broader team performance.
- Develop a deep understanding of the platform and position features such as the rebalancer and Model Marketplace.
- Use consultative selling to build trust with financial advisors, educate them, and guide them through the buying process.
- Capture advisor feedback to inform product roadmaps and marketing campaigns.
- Help create predictable, scalable growth by meeting sales SLAs and maintaining accurate Salesforce records.
- Apply feedback from sales leadership to improve effectiveness and efficiency.
Requirements
- At least five years of experience as an independent financial advisor, a sales professional in B2B financial services, fintech, or SaaS, or a financial-services consultant at a top-tier management consulting firm.
- Track record of meeting or exceeding quotas in a fast-paced environment.
- Strong consultative sales skills and the ability to explain the value of complex product features.
- B.A. or B.S. degree in a relevant field such as business or marketing is preferred.
- Series 7 and Series 63 securities licenses.
- Technical proficiency with modern tools such as Google Suite, Slack, Salesforce, and Zendesk, along with strong communication, resilience, ownership, and creative problem-solving skills.
Culture & Benefits
- Competitive pay and equity for eligible positions.
- Premium healthcare, dental, and vision insurance plans.
- 401(k) savings plan with a 4% match and immediate vesting.
- Sixteen weeks of paid parental leave after one year of employment.
- Professional development opportunities, an employee mobility program, and an annual learning and development budget.
- One-month work-from-anywhere policy, with exceptions for a few countries, plus additional employee discount and financial guidance programs.
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