Account Executive - California Licensed

Job Summary

A company is looking for an Account Executive to join the Sales team.

Key Responsibilities

• Promote retirement benefit access to SMB owners through a consultative sales approach
• Manage a sales pipeline of over 50 leads, ensuring updates throughout the sales cycle
• Conduct sales demos and monitor personal sales performance while suggesting improvements

Required Qualifications

• Experience working with VP, C-levels, or owners within an organization
• Proven ability to exceed sales goals and create corrective plans when necessary
• Background in financial services
• Experience with CRM tools such as Salesforce, Outreach, Gong, Talkdesk, Calendly, and Alysio
• Ideas and experience in generating new leads and managing sales pipelines