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Strategic Account Executive, Financial Services Partnerships

Orion Advisor Technology, Lehighton, PA, United States


A leading financial services firm is seeking an Account Executive to support sales efforts in promoting and retaining agreements and relationships. The ideal candidate will have at least 2 years of experience in financial services sales and a bachelor’s degree in a relevant field. This includes identifying business opportunities, maintaining CRM databases, and fostering relationships with various internal and external partners. Strong negotiation skills and effective communication are essential for success in this role. #J-18808-Ljbffr