Account Executive, Consumer Sales

divh2Sales Representative/h2pAs a sales representative at Zoe Financial, your primary responsibility will be to connect with prospective clients, understand their financial goals, and match them with the most suitable advisor in our network./ppBy joining Zoe, youll play a crucial role in fixing a broken financial advisory system and helping clients make better financial decisions while working with a company that truly puts integrity and the consumer first./ppLocation: NYC (Work 5 days a week in Midtown office)./ppReports to: Director of Client Services./ppLevel: Executive./ppWere excited about you because/ppYoure passionate about delivering a superior client experience./ppYoure a motivated, high-energy self-starter who gets excited about picking up builds and making an impact./ppYoure unabashedly curious and insanely helpful, with a high level of interest in optimizing features, processes, and procedures./ppYou have a high level of attention to detail and organizational skills./ppYou have exceptional interpersonal and communication skills, working with cross-functional teams./ppYoull love working at Zoe because we.../pulliAre a successful, well-funded, fast-growing company with a start-up work vibe./liliAre passionate about our clients and live/breathe the client experience./liliWe hire A players. So you will be surrounded by the Navy Seals of their craft that will push you to improve/liliAre a technologically and data-driven business./liliOffer competitive salaries and equity./liliAre at the forefront of tech finance, redefining personal finance./liliBelieve in autonomy take the initiative./li/ulpResponsibilities:/pulliConducting personalized conversations to assess client needs./liliEnsuring clients understand the benefits of working with a fiduciary advisor./liliProviding a seamless, professional, and trust-building experience./li/ulpRequirements:/pulli2-5 years of experience in sales/liliBachelors Degree/liliStrong understanding of investment products, financial markets, and account management processes./liliAbility to thrive in a fast-paced, dynamic environment./liliAbility to manage time effectively, setting and meeting deadlines while maintaining quality of work/liliSelf-motivator with a collaborative spirit/liliFlexibility in adapting to new technologies and environments/liliWant to work in an office environment, alongside Zoes Leadership Team./li/ulpBenefits:/pulliCompensation includes a competitive base salary and bonuses./liliHealthcare, Dental Vision Coverage./liliCommuting Gym benefits./lili401(K)./liliOpportunity to shape the culture of a fast-growing company as an early team member./liliAnnual company offsite in New York City for our Colombia-based team travel expenses covered!/liliThree weeks PTO./liliBreakfast provided on Tuesdays, Lunch provided on Fridays./li/ul/div