Senior Account Executive

JOB SUMMARY:The Senior Account Executive (SAE) follows the Equity Trust Company (ETC) Sales process and provides excellent new client experiences to all prospective clients.ESSENTIAL FUNCTIONS:Makes outbound calls to leads with current and past interestFields inbound inquiries from prospective clients and leads them through the account open process while ensuring correct expectations are set when they become new clientsCommunicates information related to our products, services, account types, and IRS regulations to clientsEducates prospective clients on potential benefits and how self-directed IRAs work for various investment strategiesMeets sales objectives and business results as established by Sales leadershipDevelops new business opportunities and achieves monthly business goalsObtains and follows up with referralsHandles escalated calls and client issues with professionalismCross-sells applicable accounts (Roth, HSA, etc.) and products (GLS, Education, etc.)Follows assigned work schedule with regular and predictable attendanceOTHER FUNCTIONS:Interfaces with the onboarding team to ensure accounts are open and funded efficientlyCreates leads using Salesforce and documents all interactionsUpdates profile section of lead record as applicableTravels to events as requiredPerforms other duties as assignedQUALIFICATIONS:Education and Experience: High School diploma or equivalentBachelor's degree in Business or equivalent area of study a plusMinimum two (2) years of sales experience in a client-centric environmentIn person interaction that includes actively collaborating with colleagues and participating in team or company meetingsPROFESSIONAL CERTIFICATION(S):None requiredTECHNICAL SKILLS:Proficient with self-directed IRA conceptsIntermediate level proficiency in Microsoft OfficeProficient with CRMs (Salesforce preferred)BEHAVIORAL COMPETENCIES In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.Attention to detailTime managementWritten and verbal communicationOrganizingPHYSICAL DEMANDS/WORK ENVIRONMENT: This job operates in a professional office environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office equipment and technology such as computers, phones, printers, and video conferencing tools. While performing the duties of this job, the associate is regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera. The associate is frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms. This job may require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary. Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access.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 amended at any time.Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin.Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin.SummaryLocation: WestlakeType: Full time