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Account Executive

4 months ago

Fort Myers, United States Equity Trust Full time
This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after the probationary period.

JOB OVERVIEW:The Account Executive focuses on expanding Equity 1031 Exchange services, with an emphasis on driving lead qualification and conversion into new revenue. Builds partnerships with title agents, realtors, advisors, and other professionals in the real estate investing community. Works closely with leaders on new business strategies to grow this key business segment for Equity Trust, while supporting our industry-leading suite of retirement planning and tax-saving services such as Self-Directed IRAs, Non-Recourse Loans, and more.

RESPONSIBILITIES & DUTIES:
  • Qualifies Marketing Leads with outbound activity including calls, emails, and other direct communication for 1031 Exchange Services
  • Converts qualified leads into the Sales Funnel
  • Executes Revenue Opportunities for 1031 Exchange Services, and other service offerings
  • Develops brand awareness in external marketplaces
  • Seeks and builds relationships in the broader Real Estate investing industry
  • Refines internal sales process with Leaders
  • Explores the broader market opportunity, especially with DSTs (Delaware Statutory Trusts)
  • Identifies and executes opportunities for complementary services including self-directed IRAs
  • Attends industry trade shows, and networking events as needed (some nights/weekends may be required)
  • Performs other duties as assigned

QUALIFICATIONS:
  • Bachelor's degree preferred
  • 3+ years of Experience in Business Development roles in Financial Services, Real Estate or a similar field
  • Knowledge of the financial and/or real estate investment sector
  • Excellent verbal and written communication skills

PROFESSIONAL CERTIFICATIONS:
  • None required

TECHNICAL SKILLS:To be successful in this role, you should have experience with and an understanding of the following:
  • Proficient in Microsoft Office Suite, Google G-Suite; Salesforce a plus

CULTURAL COMPETENCIES:In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, collaboration, and Resilient, a successful candidate in this role should exhibit the following behavioral competencies:Customer Focus | Collaborative
Resourcefulness | Situational Adaptability
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, 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 may be amended at any time.

About Equity Trust:

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.