Sales Account Executive

Job Type

Full Time

Status

Open

Responsibilities

• Perform Email, Call & SMS Marketing (we provide ALL leads)
• Qualify and interact with prospective clientele to identify their goals/objectives to recommend suitable financial solutions
• Maintain schedule of appointments (Phone/Zoom)
• Perform loan transactions
• Effectively present details of our various financial instruments to clients
• Collaborate/strategize with coworkers to create a productive and positive workplace environment

Qualifications

• Financial/mental math skills
• Time management skills
• Entrepreneurial mindset with a strong desire to learn and earn
• Computer skills (Excel/Sheets, G‑Suite, CRM experience)
• Proficient grammatical & communication skills
• Strong sense of humor
• Charismatic/assertive personality
• Bachelor's degree preferred
• Strong personality and interpersonal skills

Pay Structure

30% commission payout + $2k draw limit + Daily/Weekly/Monthly performance incentive bonuses

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