Job Description
When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrace the flexibility to allow you to pave your own path. Come join our mission and learn what it truly means to self-direct your future!
JOB OVERVIEW
The Account Executive (AE) creates leads and opportunities by profiling prospects.
RESPONSIBILITIES & DUTIES
- Makes outbound phone calls to leads with current and past interest
- Qualifies prospective clients and educates them on potential benefits as well as how self-directed IRAs work for investment strategies
- Assists in completion of account open documentation
- Cross-sells applicable accounts (Roth, HSA, etc.) and products (GLS, Education, etc.)
- Supports house accounts and completes applications collected at events
- 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
- Creates leads using Salesforce and documents all interactions
- Updates profile section of lead record as applicable
- Interfaces with onboarding team to ensure accounts are opened and funded efficiently
- Perform other duties as assigned
QUALIFICATIONS
- High School diploma or equivalent required
- Associate degree preferred
- Minimum three (3) years of work experience in a client-driven environment
- Minimum one (1) year of sales experience preferred
PROFESSIONAL CERTIFICATIONS
- None required
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
- Intermediate level proficiency in Microsoft Office
CULTURAL COMPETENCIES
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
- Attention to Detail
- Time Management
- Written and verbal communication
- Organizing
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
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.
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