Commercial Account Executive

Juniper North Partners, a financial advisory firm in Fresno, CA, seeks a Commercial Account Executive for a full-time position. The role involves developing and maintaining client relationships, driving business growth, and contributing to the success of our financial advisory services. The salary range is $80,000 to $117,310.

As a Commercial Account Executive, you will be responsible for identifying and pursuing new business opportunities, managing existing client accounts, and providing exceptional customer service. You will also collaborate with the sales team to develop and execute sales strategies, and work closely with the financial advisory team to ensure client needs are met.

You will work in a professional environment with the sales and financial advisory teams in Fresno, CA. The workplace is collaborative and supportive, with opportunities for professional growth and development.

The salary range for this position is $80,000 to $117,310 per year, providing a competitive compensation package. In addition to the base salary, employees are eligible for comprehensive health insurance plans that cover medical, dental, and vision care. The company also offers a retirement plan with employer contributions, allowing employees to save for their future. Furthermore, professional development opportunities are available, including tuition reimbursement for courses related to the job role, workshops, and conferences. These benefits aim to support the overall well-being and career growth of the employees.

To be successful in this role, you should have a bachelor's degree in business, finance, or a related field, and 2-5 years of experience in sales or account management. Strong communication and interpersonal skills are essential, as well as the ability to work independently and as part of a team.

Develop and maintain strong client relationships by providing exceptional customer service and support.

Identify and pursue new business opportunities through proactive outreach and strategic initiatives.

Manage and track client accounts to ensure high levels of service and satisfaction.

Collaborate with cross-functional teams to develop and implement sales strategies and plans.

Monitor market trends and industry developments to identify opportunities for business growth.

Bachelor's degree in Business, Finance, Marketing, or a related field.

3-5 years of experience in commercial sales, account management, or a similar role in the financial services industry.

Strong understanding of financial products and services, including investments, insurance, and banking.

Excellent communication, negotiation, and interpersonal skills.

Proven ability to meet and exceed sales targets and performance goals.

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