Account Executive recruitment
Independence by Convergent – a division of Convergent Wealth Advisors, one of the top independent wealth advisors in the country -- brings to the million-dollar investor the investment strategies and techniques used by the $100 million dollar investor. Our research is dedicated to helping our clients participate when the market is rising and enjoy downside protection when it’s not. We don’t sell products or services; there are no hidden fees – just objective, independent advice. The name tells you everything. We’re independent, and we want you to become independent. Check us out at Independence.com
GENERAL SUMMARY:
The Account Executive will be responsible for facilitating inside sales through cold calling and qualifying prospective clients and scheduling meetings. The Account Executive will work closely with the Marketing team to generate quality leads and the Business Development Officer to close new business.
JOB RESPONSIBILITIES:
- Support the business development process by qualifying prospects and scheduling meetings for the Business Development Officer.
- Identify and qualify prospects through cold-calling. Schedule introductory meetings.
- Educate prospective clients on Convergent Wealth Advisors’ products and services.
- Exhibit a high level of professionalism and reflect positively on the Company.
- Communicate and partner with the Marketing team and Business Development Officer to ensure quality leads that will result in a high close rate. Identify areas in which the quality of prospect leads can be improved.
- Provide superior service and assist with other projects and assignments as needed.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- Bachelor’s Degree required.
- Series 65 required within 120 days of employment.
- Minimum of 3 years financial services, insurance, or wealth management experience.
- One to three years of successful inside sales, telemarketing or business development.
- Broad and solid understanding of investment principles and financial markets, including such areas as: asset allocation techniques, investment products, financial planning concepts, and private banking.
- Outstanding communication skills, team building skills and ability to build rapport with internal and external customers.
- Exceptional verbal communication skills and telephone etiquette.
- Must be articulate, persuasive and have the ability to connect with a variety of personality types quickly over the phone.
- Ability to effectively articulate and explain wealth management strategies and services to prospects.
- Strong organizational skills and ability to prioritize and manage multiple projects.
- Sound judgment and decision making skills.
- Team player, positive “can do” attitude, and continued promotion of our corporate culture.
We offer a competitive compensation and benefits package – including a share in new closed business -- and are an Equal Opportunity Employer.