Account Executive

5 days ago


Tampa, United States SS 567 University, LLC Full time
Job DescriptionJob Description

Who We Are:

Newly united with LeadJig and Acquire Direct, White Glove is now part of the largest full-service, omni-channel marketing company focused exclusively on financial advisors. Its core services offerings include educational workshops and automated lead nurturing solutions remove the stress from marketing, allowing advisors to focus on what matters most – building meaningful client relationships. Through its comprehensive technology platform, advisors can effortlessly oversee the full spectrum of their marketing campaigns, from identifying prospects and delivering campaigns to managing communication and analyzing data.

Who You Are:

We are seeking a responsible and detail-oriented individual to fill our Account Executive (AE) role in our Tampa Florida office. The AE position is an exciting, fast-paced role that offers growth opportunities. Our ideal AE is a leader with an entrepreneurial spirit, who has a passion to build a book a business and grow within the company.

How You’ll Contribute:

  • Work with leadership to create and execute detailed professional action plans to facilitate the attainment of goals and quotas
  • Be open to consistent one on one coaching from leadership, and using feedback to improve sales ability
  • Manage the entire sales cycle from calling on an initial lead through securing seminar agreements and payment
  • Unearth new sales opportunities primarily through inbound and outbound phone calls, virtual networking, and email interactions while building them into long term partnerships.
  • Acting as your clients’ go-to resource for guidance and solutions
  • Use consultative sales approach to qualify leads and then identify and communicate the appropriate solutions to the prospect
  • Remain in frequent contact with the hosts in your responsibility to understand their needs and continue to build upon sales conversations while nurturing them to re-order additional services consistently
  • Provide professional after-sales support to enhance the customer’s dedication
  • Embrace problem solving/challenges with a collaborative, resourceful, and strategic approach
  • Respond to complaints and resolve issues aiming to customer contentment and the preservation of the company’s reputation
  • Negotiate agreements and keep records of sales and data
  • Record all sales activities through company CRM
  • Stay up to date and fluent with sales tech stack

What You’ll Need:

  • Minimum of 2 years Sales and or Marketing experience
  • Solutions based sales experience
  • Strong verbal and written communication skills
  • Experience with CRM is a must
  • Ability to build and maintain relationships with clients
  • Preferably located in the Tampa Area (Florida)


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