Account Executive

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New York, NY
$55,000 - $60,000
Job Type
Direct Hire
Jan 21, 2019
Job ID

Our client is the web's premier destination for financial advice. The New York Times, TechCrunch, Fast Company and U.S. News & World Report are all publications that have written about them. They have strong partnerships with Yahoo Finance and CNN Money. Currently 45 million people visit their website monthly. Their new web-based platform is like the way Zillow works in the real estate market, but for finding the right financial advisor.   It is also a great way for Financial Advisors to identify new clients.

  • Make inbound and outbound calls, respond to email queries, and convert financial advisor leads into client relationships
  • Provide detailed information to prospective customers and educate prospects on the features and benefits of platform
  • Collaborating with company leadership to vet and research different strategies for finding and converting both inbound and cold lead
  • Maintain contacts and outreach in CRM system
  • Become an expert in the financial advisor industry to better help advisors and identify new opportunities to help them
  • Beyond standard benefits perks include unlimited vacation days, team lunches, happy hour, company outings, etc. Employee reviews give it a thumbs up on culture.
  • Comfortable speaking to prospective clients on the phone; experience on the phone
  • Self-motivated and disciplined with the ability to work effectively with little or no supervision 
  • Comfortable in the fast-paced, high growth environment of a startup
  • 1-2 years sales experience required