Role responsibilities
The Associate Account Executive will generate and qualify new leads, build relationships with prospective clients, and implement outbound sales strategies. They will also track sales activities and partner with clients to recommend solutions that add value to their business.
Requirements
Candidates should have a sales background with a passion for technology solution-based selling and a bachelor's degree or three years of related experience. Strong communication skills and the ability to overcome objections are essential.
Key skills
Sales, Technology Solution-Based Selling, Communication, Relationship Building, Process Management, CRM, Office 365, Digital Tools
Keywords
Sales, Account Executive, Lead Generation, Client Relationships, Outbound Sales Strategies, CRM, Marketing Campaigns, Financial Advisors, Digital Solutions, Wealth Organizations, Process Management, Office 365, Technology, Advisor Solutions