Account Executive - Institutional Sales (Leadership Track)

Position Overview We are seeking a high-potential professional to join our team as a full-time Account Executive. This role is ideal for someone who is organized, motivated, intellectually curious, and eager to develop into a senior-level executive within a specialized financial services environment. The Account Executive will work directly with seasoned executives, receive structured mentorship, and progressively take on sales, service, and strategic responsibilities. This position is designed as a career-track role with clear growth to senior sales, management, and leadership opportunities. This is a hybrid position requiring 2-3 days in office at our headquarters in Quincy, Massachusetts. The executive will be required to travel multiple weeks annually. This role is best suited for a career-driven individual seeking long-term professional growth. Successful candidates will demonstrate leadership potential, intellectual curiosity, and a desire to grow into a senior executive role within our organizational structure. Key Responsibilities Learn and develop a deep understanding of A.W.G. Dewar’s business model, products, and services Support senior executives in all aspects of sales, account management, and client service Participate in meetings, presentations, and on-site engagements with schools and institutional partners Assist with client onboarding, renewals, and ongoing account support Contribute to company strategy, data analysis, and reporting Support marketing and business development initiatives, including: Advertising and promotional materials Convention and conference participation Web-based communications and digital initiatives Perform administrative and operational tasks as needed in a small-company environment Demonstrate increasing ownership of accounts and responsibilities as competence grows Training & Development Comprehensive onboarding and mentorship by senior sales executives and leadership team Gradual transition from support responsibilities to independent account and sales ownership Exposure to executive-level decision-making, strategy, and leadership development Desired Qualifications Bachelor’s degree in business, finance, marketing, economics, or a related field Strong organizational skills with the ability to manage multiple priorities Excellent interpersonal, communication, and presentation skills Professional maturity, confidence, and a strong work ethic Proven ability to learn quickly and adapt in a dynamic environment 5+ years of professional experience in sales development, account management, financial services, or a client-facing professional business role is preferred Insurance Producer’s License preferred (or willingness to obtain within a specified timeframe) Compensation Additional compensation: Annual performance-based bonus opportunity #J-18808-Ljbffr A.W.G. Dewar, Inc.