Senior Sales Consultant

As an Account Executive/Senior Account Executive in a quota-carrying role focused on territorial growth, you will drive revenue generation and client acquisition for Self-Directed IRAs while collaborating across our dynamic team. This role requires a strategic self-starter who can lead by example, actively cultivate new opportunities, and foster synergy across departments—including Sales, Operations, Finance, Client Services, IT, and Marketing—to deliver a cohesive, client-centric experience. You’ll play a critical role in scaling our reach and refining our processes while serving as a cross-functional ambassador committed to advancing our mission in the alternative investment space. Duties and Responsibilities Consistently exceed quarterly sales quotas by driving revenue through targeted outreach and relationship management within an assigned territory, focusing on Real Estate, Alternative Assets, Precious Metals, LLCs, and Private Equity sectors. Develop and maintain accurate territory forecasts by analyzing historical sales data, current market trends, and real-time pipeline information to inform strategic decision-making and drive revenue growth. Develop and execute territory-specific strategies to scale B2B channels and partnerships, working in close alignment with internal teams to optimize conversion and engagement. Follow up on marketing-generated leads: Collaborate with the marketing team to promptly and effectively engage with leads through a structured follow-up process, ensuring these contacts are nurtured and converted into strong sales opportunities. Maintain robust pipeline coverage: Proactively generate and qualify self-generated leads through targeted outreach, market analysis, and networking to ensure a continuous flow of high-quality prospects that drive your territory’s revenue growth. Direct and mentor a dedicated BDM Assistant responsible for account setup and onboarding of new clients, partners, and institutional relationships, ensuring a streamlined and high-quality experience. Support and participate in talent decisions —including recruiting, onboarding, and performance management—for BDM Assistants in collaboration with leadership. Proactively coach underperforming team members , delivering actionable guidance to drive productivity and align performance with company standards. Partner with the Director of Sales to design and implement strategic sales frameworks , marketing initiatives, and operational practices aimed at expanding the SDIRA client base. Set and track measurable goals for territory performance , contributing to territory production and financial targets. Foster and grow key partner and institutional relationships , enhancing channel value and driving long-term retention. Travel within the assigned region to support partner-facing efforts, including attendance at a minimum of two in-person events per year per Business Development Manager. Knowledge, Skills and Abilities Requires superior ability to work independently and to establish, nurture, and manage strong business relationships; analytical skills to evaluate territory opportunities and instill best practices; exceptional oral and written communication skills, and ability to identify and coach others on opportunities in communications improvement, including public speaking; a high standard of client service and an ability to focus on the long term. Must possess an advanced knowledge of retirement plans, investment products, and real estate transactions, as well as the US laws and regulatory requirements to which they are subject. Exceptional organization skills and a very good aptitude for all systems and software used by The Company. Credentials and Experience A. Formal Education: Bachelor’s degree in finance B. Experience: 5-7 years of exceptional sales experience and a minimum of 3 years in the SDIRA market C. Professional Designations: None required but a CISP designation is helpful. Special Requirements Travel up to 25% along with on-traditional business hours may be required on a regular basis to achieve quotas and fulfill responsibilities. Supervisory Controls A. Supervision Received: Employee works independently and generally selects the approaches and methods necessary to complete the work. Certain responsibilities, as noted above, will be worked on in conjunction with the Director of Sales or as deemed appropriate. B. Employees Supervised: Responsibilities include disciplining employees, solving personnel problems, recommending hiring and firing employees, and developing work methods. The supervisor in this position manages a working unit or team with responsibility for employee performance appraisal, as noted above. Complexity of the Work In this role, you are expected to consistently meet and exceed quarterly quotas and drive aggressive growth targets in the SDIRA market. You will coordinate a diverse mix of job functions—including production, financial, and operational responsibilities—to guarantee that all objectives are not merely met but surpassed. This position requires frequent application of analytical skills to solve complex challenges and to streamline processes, ensuring fairness in decision-making and clarity in communication across multiple departments. Handling confidential information is a daily responsibility, and you will be expected to show utmost adherence to our privacy policies and procedures while always ensuring secure and compliant operations. Judgment and Initiative You will be required to exercise sound judgment in independently analyzing and resolving issues of significant importance to our strategic goals. The role demands that you rely on your initiative and creativity to devise innovative methods that not only enhance individual task efficiency but also contribute to overall company success. Your ability to objectively assess situations and make decisive recommendations will be critical in maintaining a competitive edge in the SDIRA market. #J-18808-Ljbffr William Myers Group, LLC