Financial Account Executive
Location: Charlotte, NC
Our client was founded in 2002 to serve public and private firms across Financial Services, Retirement Services, and the Government sector by providing a suite of impactful solutions that solve problems and deliver results. Their expertise includes financial services production and technology operations, product/project/program management, technology development, implementation, and support roles.
We are seeking a dynamic and results-driven Financial Account Executive to join our team. The ideal candidate will be responsible for driving sales revenue within the assigned territory or accounts by identifying and cultivating new business opportunities, as well as nurturing existing client relationships.
ESSENTIAL DUTIES & RESPONSIBILITIES Identify and qualify new business opportunities through proactive prospecting and networking efforts. Develop and maintain a robust sales pipeline to achieve and exceed sales targets. Build and maintain strong, long-lasting relationships with key decision-makers and stakeholders within client organizations. Serve as the primary point of contact for client inquiries, concerns, and escalations. Understand client needs and pain points to effectively position our suite of solutions and services. Collaborate with internal teams to customize proposals and presentations that address client challenges and deliver value. Track sales activity, pipeline progression, and revenue forecasts using CRM software. Generate regular reports and updates for management to monitor sales performance and make data-driven decisions. Close deals. SKILLS Proven track record of success in sales. Required. Experienced at hunting for new business. Required. Strong negotiation, communication, and presentation skills. Required. Avid learner. Required. Ability to work independently and collaboratively in a fast-paced, team-oriented environment. BENEFITS Full time position – extremely competitive earning potential!!! Full benefits program. Reserved seat for Award-Winning Sales Training by Forrest Performance Group – includes a 2-day Sales bootcamp as well as 6 weeks of follow-on training from FPG trainers. FPG has 8 International Awards for Best Sales Training in the world.
