Account Executive II

*This position reports to our Westlake, OH office full-time for the initial probationary period and have a hybrid schedule after training. To learn more about our sales team, check out our YouTube video!Join the Equity Trust Sales team today!As a 12-time NorthCoast 99 winner, Equity Trust values its associates and currently offers:Medical, Dental and Vision coverage first of the month following start date20 days PTO per calendar year (prorated based on date of hire)-10 paid holidays plus volunteer hours-Paid Maternity/Parental leave-On-site gym with weekly fitness classes-Wellbeing program including opportunity for discounts on medical insuranceJOB OVERVIEWThe Account Executive II plays a pivotal role in expanding our Private Client Group business. Serves as a trusted financial professional to help guide prospects and clients with a consultative perspective, driving revenue growth while championing Equity Trust's value proposition: flexibility, service excellence, and technology-driven solutions. Responsible for managing a sales pipeline, proactively generating new business, and collaborating internally to deliver exceptional outcomes for clients.RESPONSIBILITIES & DUTIESExecutes a sales plan and funnelMakes outbound phone calls to leads with current and past interest.Prospects, qualifies, and converts new business opportunities by communicating ETC's unique value: nearly limitless investment flexibility, robust platform (myEQUITY), and trusted custodial experience.Manages full sales cycle: Engage > Identify > Solve > Fees > Close > OnboardingAssists in completion of account open documentation.Maintains and grow relationships with existing clients and strategic partners, ensuring customer satisfaction, renewal growth, and cross-sell of additional solutionsCollaborates closely with Management, Client Success, Onboarding, and Client Service teams to ensure a seamless implementation process and a strong, positive client onboarding experienceStays current on industry trends including self-directed IRAs, real estate investing, alternative assets, 1031 exchanges, and cryptocurrency and clearly communicate how ETC's solutions align with emerging client needs.Provides feedback from field to internal teams on client/market insights, competitive intelligence, and product features to strengthen ETC's go-to-market strategy.Tracks sales activities, pipeline, forecasting, and metrics using CRM tools; maintain accurate records and reporting to management.Creates leads using Salesforce and documents all interactions.Collaborates with the onboarding team to ensure new accounts are opened and funded accurately and efficiently.Meets Sales objectives and business results as established by Sales LeadershipObtains and follows up with referralsPerform other duties as assignedQUALIFICATIONSHigh School diploma or equivalent requiredBachelor's degree preferredMinimum one (1) year of sales experience preferredProven track record of meeting or exceeding sales targetsWillingness to travel (client meetings, industry conferences)PROFESSIONAL CERTIFICATIONSNone requiredTECHNICAL SKILLSTo be successful in this role, you should have experience with and an understanding of the following:Intermediate level proficiency in Microsoft OfficeComfort and fluency with technology platforms; ability to understand online tools and digital client experienceCULTURAL COMPETENCIESIn addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:Attention to DetailTime ManagementWritten and verbal communicationOrganizingPHYSICAL DEMANDS/WORK ENVIRONMENTThis job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENTThe above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.