Sales and Account Executive

Sales and Account Executive (SAE)Why Join Us?Are you passionate about making a difference in people's financial well-being? Do you thrive in a results-driven, relationship-focused environment? If so, this opportunity is for youWe are looking for an outgoing, results-driven Sales and Account Executive (SAE) to play a key role in growing our organization. As an SAE, you'll drive new business by building strong relationships while also nurturing and expanding existing partnerships. You'll work in the Financial Wellness and Education industry—one of today's most in-demand employee and student benefits.Our award-winning financial wellness program has been helping individuals, families, corporations, academic institutions, and government organizations for over 21 years. Recognized as best-in-class, this program is offered in three flexible formats:Live instruction (onsite or virtual)Cutting-edge online platformPersonalized financial coachingThis role focuses exclusively on business-to-business (B2B), business-to-government (B2G), and business-to-academia (B2A) sales—no direct-to-consumer selling.What You'll Do:Meet and exceed sales targetsBecome a subject matter expert in financial wellness solutionsIdentify market opportunities and develop a targeted sales strategyProspect and qualify leads through cold and warm outreach (including social media)Utilize CRM platforms to track and manage sales activitiesOrganize and lead sales meetings, presentations, and eventsPrepare customized proposals and quotesEducate clients on the impact of financial wellness on business and career successRepresent our organization as a brand ambassador in the communityProvide outstanding client service and relationship managementAttend industry events, exhibitions, and training sessionsAssist with workshop logistics and coordinationCollaborate in product development and feedback sessionsTravel as needed, including potential international tripsWhat We're Looking For:A team player with integrity, empathy, and a passion for helping othersStrong ability to build relationships with corporate and government leadersExcellent closing skills and a proven track record in salesSolid presentation and communication skills (written and verbal)Highly goal-driven and able to work independentlyProficiency in Microsoft Office (Word, PowerPoint, Excel, Publisher)Preferred Qualifications:Bachelor's degree (Marketing, Business, Finance, or related field preferred)At least 5 years of sales experience in corporate, government, or academic sectors (financial industry experience is a plus)Experience with virtual meeting platforms like Zoom, WebEx, and Microsoft TeamsAdditional Requirements:Onsite work required (not a remote position)Bi-weekly Flex Fridays (work remotely every other Friday)Travel required (including international—passport needed)COVID vaccinations & booster requiredCompensation & Benefits:Base salary + commission (paid quarterly) + annual profit sharingPotential annual earnings of $100,000+ (base + commission + bonuses)Generous benefits package, including:Federal holidays, vacation, and personal days401(k) with 5% company matchMaternity & paternity leaveHealth, vision, and dental insurance (partial premium coverage)Other unique benefitsWho We Are:For over 25 years, we've been dedicated to educating—not selling—helping individuals and organizations build wealth the right way. Our mission is to create lasting financial success for people worldwide. We foster a collaborative, purpose-driven culture where teammates support one another in achieving personal and professional growth.Ready to make an impact? Apply todayEmployment Type: Full-TimeSalary: $ 35,000.00 50,000.00 Per Year