Driving client engagement and growth, the full-time remote Account Executive - Southeast will manage relationships with small and medium-sized businesses to provide retirement solutions and ensure customer satisfaction.
Key responsibilities
Develop and maintain relationships with clients to understand their retirement needs and provide tailored solutions
Conduct presentations and product demonstrations to potential clients, showcasing the benefits of retirement plans
Collaborate with cross-functional teams to enhance customer experience and address client inquiries effectively
Required qualifications
Proven experience in sales, preferably in the fintech or financial services industry
Strong understanding of retirement plans and financial products
Ability to work independently and manage a remote client portfolio effectively
Excellent presentation and negotiation skills
Track record of meeting or exceeding sales targets
Account Executive - Southeast
Virtual Vocations Inc · New York, NY, USA · Remote ·
- Job type:
- Full Time