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Account Executive II

4 months ago

Westlake, United States Equity Trust Company Full time

JOB OVERVIEW

The Account Executive (AE) creates leads and opportunities by profiling prospects.

RESPONSIBILITIES & DUTIES

  • Makes outbound phone calls to leads with current and past interest
  • Qualifies prospective clients and educates them on potential benefits as well as how self-directed IRAs work for investment strategies
  • Assists in completion of account open documentation
  • Cross-sells applicable accounts (Roth, HSA, etc.) and products (GLS, Education, etc.)
  • Supports house accounts and completes applications collected at events
  • Meets sales objectives and business results as established by Sales leadership
  • Develops new business opportunities and achieves monthly business goals
  • Obtains and follows up with referrals
  • Creates leads using Salesforce and documents all interactions
  • Updates profile section of lead record as applicable
  • Interfaces with onboarding team to ensure accounts are opened and funded efficiently
  • Perform other duties as assigned

QUALIFICATIONS

  • High School diploma or equivalent required
  • Associate degree preferred
  • Minimum three (3) years of work experience in a client-driven environment
  • Minimum one (1) year of sales experience preferred

PROFESSIONAL CERTIFICATIONS

  • None required

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

  • Intermediate level proficiency in Microsoft Office

CULTURAL COMPETENCIES

In 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 Detail
  • Time Management
  • Written and verbal communication
  • Organizing

PHYSICAL DEMANDS/WORK ENVIRONMENT

This 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 ACKNOWLEDGEMENT

The 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.

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.