Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture, centered around transforming talented employees into effective business leaders?
We offer innovative financial solutions to licensed and highly-skilled professionals, representing the best of both traditional lending and FinTech. We are currently searching for business professionals with sales, customer service, and business savvy backgrounds to be Associate Account Executives.
Our Associate Account Executives earn a competitive base salary, commission, exceptional benefits, and top-notch training (90-day sales training) and support. If you are, persistent, smart, thrive on friendly competition, and looking for your next great adventure, this is the place for you. This position has a 90-day probationary period during the training program and with successful completion, you will become an official Account Executive.
Title: Associate Account Executive
Location: Remote – Work from Anywhere in the US
Who You Are
You are a motivated professional who is passionate about providing innovative solutions to current and potential customers. You excel at communication and presentation and have experience working closely with customers to assess needs. You are self-driven and ambitious and thrive in a fast-paced environment where you can market and promote company products and services to current and potential customers.
We work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business but also in the well-being and growth of all employees. We consider people our #1 asset and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.
What You'll Do
Associate Account Executives will utilize independent discretion and judgment to analyze and assess information related to customer assets, income, and debts decide which financial and loan products best meet the customer’s needs and financial circumstances, and advise customers accordingly regarding the advantages and disadvantages of different financial products
Market and promote company products and services to current and potential clients
Our best sales professionals show strong prospecting skills, including the ability to engage in high-level cold-calling to qualify and close new accounts
Sales Executives will display excellent communication and presentation skills with a top-notch customer service approach
Document activity using our CRM
Follow up on new leads and referrals resulting from phone and field activity
Establish and maintain current client and potential client relationships
What You'll Need
Bachelor’s degree highly preferred
2-5 years of experience in a professional setting, preferably with evidence of prior success in sales - not ultimately needed
Proven demonstration of intellect, drive, executive presence, and sales acumen
Competitive nature. You’re driven to be the best. You challenge yourself by setting goals, crushing them, and helping your teammates do the same.
Why You Should Join
We strive to offer amenities, opportunities, events, and programming that support the interests of our teams while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join include:
100% coverage of monthly health insurance premiums
Competitive PTO and vacation policies
Company 401(k) plan with employer contributions after one year
On-site gym access and memberships, with personal trainers, and certified nutritionists on staff
Company-sponsored training and certification opportunities
Monthly award ceremonies where top achievers are celebrated and receive additional bonuses
Ongoing volunteer opportunities to give back to the community through our Cares program
Seniority level
Associate
Employment type
Full-time
Job function
Sales, Business Development, and Finance
Industries
Financial Services
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