Job Description
A client is seeking Remote Account Executives to join their growing team. In this role, You’ll work closely with SDRs who are focused on generating leads and setting new meetings in these markets. You’ll be responsible for driving new business by interfacing with financial advisors on these introduction meetings, typically the end users of their AI-powered meeting assistant. You’ll manage the full sales cycle, from setting follow ups, running demos, to closing deals and handling post-sale follow-ups. Their product is built specifically for financial advisors, offering real-time transcription, voice differentiation, and seamless integration with advisor platforms all designed to meet compliance needs. You’ll be selling a tool that solves real workflow problems, and while the company is growing quickly, there’s also room for potential growth in the next few years.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
3+ years of B2B sales experience, ideally in SaaS or FinTech.
Proven success in high-volume, fast-paced sales environments (typical cycle: 30–60 days).
Exceptional communication skills with confidence leading product demos and influencing decision-makers.
Experience selling to financial advisors, RIAs, or broker-dealer networks (strong plus).
High energy and a consultative, engaging presence—able to build rapport quickly and create excitement around solutions.
Resilient and self-motivated, thrives in competitive environments and brings a positive, team-oriented attitude.
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We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
3+ years of B2B sales experience, ideally in SaaS or FinTech.
Proven success in high-volume, fast-paced sales environments (typical cycle: 30–60 days).
Exceptional communication skills with confidence leading product demos and influencing decision-makers.
Experience selling to financial advisors, RIAs, or broker-dealer networks (strong plus).
High energy and a consultative, engaging presence—able to build rapport quickly and create excitement around solutions.
Resilient and self-motivated, thrives in competitive environments and brings a positive, team-oriented attitude.
#J-18808-Ljbffr