Account Executive

About the role
We’re hiring our third account executive to help fuel Frec’s next stage of growth and looking for a driven and customer focused closer to join us. You’ll own a pipeline of inbound leads and help convert new users into high value accounts. You’ll run the full sales cycle from outreach to close. You take full ownership of results and aren’t afraid to try new things to supplement your own pipeline.

This role is ideal for someone who thrives in a fast paced closing environment but also brings curiosity and passion for fintech, wealth management, and the strategies that help our clients build wealth.

What you will do

Manage a full pipeline from first touch to closed account

Host 4-8 product demos per day and run effective follow-ups

Conduct portfolio analyses to help prospects see the financial impact of direct indexing

Track performance metrics, refine processes, and contribute to continuous improvement of the growth team

Collaborate closely with Customer Success, Brokerage Operations, and the rest of the Frec team to support full funnel continuity, upsell, retention, and a healthy product feedback loop

What you bring

3+ years of experience in a full cycle closing role with a track record of exceeding targets

At least 1+ year selling a high consideration product directly to consumers

High EQ and the ability to build trust and establish credibility quickly

Self stater comfortable operating with autonomy while always looking for ways to improve efficiency and customer experience

Series 65, 66 or similar designation strongly preferred

Experience at an early stage direct to consumer start up

Genuine interest in fintech, investing, and tax‑efficient wealth strategies

What we offer

Competitive OTE with opportunities for over performance

Equity package

Fully paid health and dental insurance

401k

Monthly allowance to help with maintaining a healthy body and mind (fitness & mental health)

Flexible PTO policy

Friendly office environment with catered lunch everyday

Contact
If all of the above resonates with you, reach out to us at careers@frec.com or apply below!

Location New York, NY, USA, San Francisco, CA, USA

Work Mode On-site

Seniority Associate

Function Sales & Business Development

Salary USD 175k-200k / year

Company Size 11-50 employees

Skills Collaboration Customer Relationship Management Performance Metric Portfolio Analysis Product Demonstration Sales Wealth Management

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