Account Executive

2 months ago

Boca Raton, United States wiZeHR Solutions Full time
Job DescriptionJob Description

Account Executive

Job Description:

wiZeHR has been retained to find a highly motivated and client-focused Account Executive to join our client's team. This role is designed for someone who thrives on building and nurturing relationships with current clients, exploring opportunities for re-engagement with previous clients, and leveraging warm referrals to drive business growth. Our client, a leading financial services organization in Boca Raton, FL, is committed to fostering an environment where every team member is valued. They offer robust learning and development programs, a supportive network, comprehensive benefits, wellness initiatives, and personal finance support, ensuring both professional and personal growth.

Position Summary:
The Account Executive will play a critical role in advancing the financial success of our client by managing and expanding key client relationships. The ideal candidate will possess exceptional communication and interpersonal skills, a proactive and results-driven mindset, and a deep understanding of financial products and services. They will demonstrate strong analytical and problem-solving abilities, with a talent for identifying opportunities and creating innovative solutions. This role requires a collaborative team player who can work effectively across departments and thrive in a dynamic, fast-paced environment. The successful candidate will have a proven track record of exceeding sales targets and delivering exceptional client service within the financial services sector.

Key Responsibilities:

·       Client Relationship Management: Build and maintain strong, long-lasting relationships with existing clients, ensuring high levels of client satisfaction and engagement.

·       Business Development: Identify and pursue opportunities for re-engagement with previous clients, leveraging warm referrals and networking to expand the client base.

·       Sales Strategy Execution: Develop and implement effective sales strategies to achieve and exceed sales targets and objectives.

·       Client Meetings and Presentations: Conduct meetings with clients to understand their financial needs, present tailored solutions, and negotiate terms to secure new business opportunities.

·       Collaboration with Internal Teams: Work closely with internal departments, including marketing, operations, and product development, to deliver comprehensive solutions to clients.

·       Market Analysis: Stay informed about industry trends, market conditions, and competitor activities to identify new opportunities and potential threats.

·       Reporting and Documentation: Maintain accurate records of client interactions, sales activities, and performance metrics in the CRM system.

Competencies: 

·       Relationship Building: Strong interpersonal skills with the ability to build and maintain lasting relationships with clients.

·       Communication Skills: Excellent verbal and written communication skills, with the ability to present complex financial solutions in a clear and compelling manner.

·       Problem-Solving Skills: Strong analytical and problem-solving abilities, with a focus on delivering client-centric solutions.

·       Team Player: Ability to work collaboratively with cross-functional teams to achieve business goals.

·       Knowledge of Financial Products: In-depth knowledge of financial products and services, with a keen understanding of market dynamics.

Requirements: 

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

·       3-5 years of experience in a similar account executive role, preferably within the financial services sector.

 

Company DescriptionTransforming HR for the Workforce of the Future

At wiZeHR, we redefine Human Resources as a strategic driver for business success. As a dynamic boutique HR consulting firm, we bring innovation, expertise, and tailored solutions to empower organizations on their journey to readiness for the workforce of the future.Company DescriptionTransforming HR for the Workforce of the Future \r
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At wiZeHR, we redefine Human Resources as a strategic driver for business success. As a dynamic boutique HR consulting firm, we bring innovation, expertise, and tailored solutions to empower organizations on their journey to readiness for the workforce of the future.

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