Financial Services Account Manager

3 days ago


Laguna Hills, California, United States APFSC Full time
Financial Services Account Manager

We are looking for a skilled Financial Services Account Manager to join our team. In this role, you will be responsible for managing client relationships, generating sales, and driving revenue growth through effective financial solutions.

Responsibilities
  • Manage client relationships to identify opportunities for upselling and cross-selling.
  • Develop and execute sales strategies to achieve quarterly targets.
  • Maintain accurate records in our CRM system to ensure seamless sales processes.
  • Collaborate with internal teams to ensure a seamless client experience.
Requirements
  • Two or more years of experience in sales and account management, preferably in the financial services industry.
  • Proven track record of meeting or exceeding sales targets.
  • Excellent communication and interpersonal skills.
  • Familiarity with CRM systems and MS Office Suite.
Benefits
  • Competitive compensation package, including salary and commission.
  • Benefits, including health insurance, 401(k), and professional development opportunities.
  • Opportunity to work in a dynamic and fast-paced environment.


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