Senior Account Executive
Westlake, Ohio•Full-time
About the Job
*This position reports to our Westlake, OH office full-time for the initial probationary period and have a hybrid schedule after training.
As a 12-time NorthCoast 99 winner, Equity Trust values its associates and currently offers:
- Medical, Dental and Vision coverage first of the month following start date
- 20 days PTO per calendar year (prorated based on date of hire)
-10 paid holidays plus volunteer hours
-Paid Maternity/Parental leave
-On-site gym with weekly fitness classes
-Wellbeing program including opportunity for discounts on medical insurance
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 interest
- Fields inbound inquiries from prospective clients and leads them through the account open process while ensuring correct expectations are set when they become new clients
- Communicates information related to our products, services, account types, and IRS regulations to clients
- Educates prospective clients on potential benefits and how self-directed IRAs work for various investment strategies
- Meets sales objectives and business results as established by Sales leadership
- Develops new business opportunities and achieves monthly business goals
- Obtains and follows up with referrals
- Handles escalated calls and client issues with professionalism
- Cross-sells applicable accounts (Roth, HSA, etc.) and products (GLS, Education, etc.)
- Follows assigned work schedule with regular and predictable attendance
OTHER FUNCTIONS:
- Interfaces with the onboarding team to ensure accounts are open and funded efficiently
- Creates leads using Salesforce and documents all interactions
- Updates profile section of lead record as applicable
- Travels to events as required
- Performs other duties as assigned
QUALIFICATIONS:
Education and Experience:
- High School diploma or equivalent
- Bachelor's degree in Business or equivalent area of study a plus
- Minimum two (2) years of sales experience in a client-centric environment
- In person interaction that includes actively collaborating with colleagues and participating in team or company meetings
PROFESSIONAL CERTIFICATION(S):
- None required
TECHNICAL SKILLS:
- Proficient with self-directed IRA concepts
- Intermediate level proficiency in Microsoft Office
- Proficient 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 detail
- Time management
- Written and verbal communication
- Organizing
PHYSICAL 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.
About Equity Trust
Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.