Sales Account Executive

Location: West Jordan Utah ( less than 5 minutes from I-15) Redwood road and 9000 South

Company: The Investors Edge

Job Type: Full-Time longer term career minded position

• Benefits Offered:
  • Healthcare stipend
  • Life insurance coverage
  • Vision and dental plans
  • Telehealth services at 100% coverage for individuals and families
  • 401K with 4% matching contributions
  • Flexible PTO policy to support work-life balance

• Why Join Us?
  • The Investors Edge has a 20-year history of success, earning accolades as a Top Workplace from the Salt Lake Tribune and being featured on the Inc 5000 list twice.
  • We prioritize innovation, accountability, and personal excellence in our mission to help everyone achieve financial freedom.
  • Our company culture encourages collaboration among passionate employees who respect each other and enjoy providing top-tier solutions.
  • We actively avoid shady tactics and deceptive practices that can often cloud the marketplace, making it easier for individuals to take charge of their futures.

• Work Environment:
  • One remote workday per week for improved work-life balance
  • Onsite amenities including a massage chair, gym, sauna, and showers
  • Fully equipped kitchen with an oven and stove for preparing meals
  • Coke Freestyle machine for a variety of soft drinks
  • Adjustable desks for seated or standing work
  • Relaxed dress code—no suits or ties
  • Reserved parking right next to the employee entrance, eliminating lengthy walks

• Key Responsibilities of the Role:
  • Focus on closing deals and increasing revenue
  • Manage appointments set for you, understanding client needs, presenting options, and closing sales
  • Lead initiatives that create revenue through innovative approaches
  • Build rapport and demonstrate expertise, knowledge, and market savvy
  • Ensure a consistent and enjoyable experience for potential clients learning about our solutions

• Performance Metrics:
  • Achieving and exceeding sales targets and outcomes
  • Strong phone sales performance
  • Effective management of your sales funnel
  • Delivering engaging presentations to interested clients
  • Following up to answer questions and make progress toward outcomes
  • Building financial success plans for long-term client success
  • Evaluating client needs and financial status
  • Collaborating with team and marketing to ensure alignment in messaging
  • Demonstrating enthusiasm and market intelligence in all client interactions

• Measurable Accountabilities:
  • Revenue production
  • Prospecting and qualifying warm leads
  • Reporting, forecasting, and CRM management
  • Sales presentations and setting client expectations
  • Ensuring a positive client experience (NPS)

• Key Competencies Required:
  • Intelligence and strong work ethic
  • Negotiating skills and tenacity
  • Conceptual ability and integrity
  • Resourcefulness and initiative
  • Enthusiasm and passion for the role
  • Likability and excellence in interactions
  • Adaptability and persuasion skills

• Experience and Skills Needed:
  • Proven history of hitting sales quotas
  • Strong phone sales experience
  • Examples of finding creative solutions for clients
  • Ability to present and articulate value propositions clearly
  • Technology experience with G-Suite and general sales tools
  • Positive indicators with HubSpot or Salesforce (SFDC)
  • (Optional) Previous experience in real estate is a plus

Director

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