Sales & Partnerships Executive

Indigo Marketing Agency is hiring a relentless, resourceful salesperson who knows how to create opportunities—not merely wait for leads to appear.

We are a full-service digital marketing agency built specifically for independent financial advisors and RIAs. We help established firms sharpen their positioning, generate qualified opportunities, and get found across Google and AI platforms such as ChatGPT, Claude, and Perplexity.

This is a hunter role. You will prospect, build relationships, open doors, run sales conversations, attend industry conferences, develop referral partnerships, and close new business. You will receive support from an experienced marketing and delivery team, but you will own your pipeline and results.

If you need a calendar full of inbound leads to succeed, this is not the right role. If you see an empty calendar as a reason to start calling, networking, and creating opportunities, we want to meet you.

• Create qualified opportunities through cold calling, personalized email, LinkedIn, networking, referrals, and creative outbound campaigns.
• Research and pursue independent RIAs and hybrid RIAs that fit Indigo's ideal client profile.
• Identify decision-makers, uncover business needs, and start conversations with firms that are not yet actively shopping for an agency.
• Build and maintain a healthy pipeline instead of relying exclusively on company-generated leads.
• Follow up persistently and professionally until a prospect makes a clear decision.

• Lead discovery and strategy calls with founders, managing partners, COOs, and marketing leaders.
• Diagnose gaps in a prospect's positioning, website, lead generation, SEO, and AI visibility.
• Clearly communicate Indigo's value: our compliance-friendly process, custom work, full-service model, and AEO expertise.
• Prepare recommendations, proposals, and service quotes based on each prospect's goals.
• Handle objections around ROI, compliance, cost, timing, and previous disappointing marketing experiences.
• Move qualified opportunities from first conversation through signed agreement and payment.
• Coordinate a clean handoff to Indigo's account-management and delivery teams.
  

• Identify and cultivate relationships with custodians, broker-dealers, consultants, coaches, technology providers, associations, and other organizations serving financial advisors.
• Develop referral, webinar, event, and co-marketing opportunities that produce repeatable qualified pipeline.
• Maintain partner relationships and turn introductions into measurable opportunities.
• Represent Indigo as a valuable industry partner—not simply another vendor asking for referrals.
  

• Attend selected financial-services and advisor-industry conferences.
• Work the room proactively: initiate conversations, qualify prospects, build relationships, and secure next steps.
• Help prepare conference outreach, target-account lists, meeting schedules, and follow-up campaigns.
• Follow up quickly after events and convert conversations into sales opportunities.
• Travel as needed for high-value conferences, partner meetings, and industry events.
  

• Keep HubSpot accurate and current, including activity, notes, deal stage, next step, and expected close date.
• Report weekly on outreach, conversations, meetings, pipeline, proposals, wins, losses, and partner activity.
• Maintain disciplined follow-up and pipeline hygiene.
• Use performance data to improve messaging, targeting, and conversion.
  

• A true salesperson who enjoys creating pipeline from scratch.
• Competitive, energetic, persistent, and highly accountable.
• Comfortable making cold calls and starting conversations with senior decision-makers.
• Equally strong on Zoom, by phone, on LinkedIn, and face-to-face at a conference.
• Able to build trust without sounding scripted, aggressive, or transactional.
• Skilled at consultative selling and diagnosing the real business problem before presenting a solution.
• Organized enough to manage a long, multi-touch sales cycle without losing opportunities.
• Comfortable owning a quota and being measured by results.
• Curious, coachable, emotionally intelligent, and resilient after rejection.
• A strong written and verbal communicator.
• Willing and able to travel to selected conferences.

• Experience selling marketing, consulting, SaaS, professional services, or another high-trust solution.
• Experience selling to financial advisors, RIAs, wealth-management firms, or other financial-services organizations.
• An existing network within the advisor ecosystem.
• A track record of building outbound pipeline and closing recurring-revenue engagements.
• Experience developing referral or channel partnerships.
• Experience generating business from conferences and industry events.
• Familiarity with HubSpot or a comparable CRM. 

Our primary prospects are established independent RIAs and hybrid RIAs:

• Generally $100M+ in AUM and $1M+ in annual revenue.
• Often between $500M and $3B in AUM.
• Looking for sustainable growth and a predictable source of qualified opportunities.
• Tired of managing scattered freelancers, vendors, and disconnected marketing channels.
• Ready for an ongoing strategic partnership—not a one-off project.
• Willing to follow up with the leads their marketing generates.

How success will be measured

• Build a consistent, self-generated pipeline.
• Produce qualified sales conversations through outbound activity, conferences, referrals, and partnerships.
• Achieve a minimum monthly quota:
• January–April: $17,500 in new collected revenue.
• May–July: $15,000 in new collected revenue.
• August–December: $17,500 in new collected revenue.
• Work toward an annual target of $200,000 in new collected revenue.
• Maintain complete and accurate CRM records.
• Demonstrate measurable progress in partner relationships and conference-sourced pipeline.

Missing quota in two consecutive months will trigger a performance review and improvement plan.

• Employment: Full-time, W-2.
• Base salary: $35/hour (DOE)
• Recurring engagements:
• 6% of collected gross revenue from the initial month or setup fee.
• 5% of collected gross revenue for the following five months.
• One-time projects: 6% of collected gross revenue.
• Monthly performance bonuses:
• $30,000 in new collected revenue: $1,000.
• $40,000 in new collected revenue: $2,000.
• $50,000 in new collected revenue: $3,000.
• Commission upside: Uncapped.
• Travel: Company-approved business travel and conference expenses reimbursed under Indigo policy.

Commissions and bonuses are based on revenue collected and require accurate, up-to-date CRM reporting. Final compensation terms are governed by the employee's offer letter and commission plan.

• Sell a differentiated service in a clearly defined, high-value niche.
• Lead with AEO and AI visibility—an emerging opportunity few advisor marketing agencies understand deeply.
• Work alongside a team with years of financial-advisor marketing experience.
• Help build partnerships and industry relationships that shape Indigo's next stage of growth.
• Earn uncapped commissions with real ownership over your results.
  

Send us:

1. Complete the form below with a short introduction explaining why you're a hunter:
2. Your sales results from the last two years, including quota attainment and average deal size.
3. One example of a pipeline you created yourself.
4. One example of a partnership, conference relationship, or referral channel you turned into revenue. xhyhwjd
5. A 60-second video or voice note (such as a Loom) explaining how you would get a meeting with the managing partner of a $500M RIA.

Generic applications will not stand out. Show us how you think, communicate, and create opportunities.