What are the responsibilities and job description for the Account Executive position at Equity Trust?
JOB SUMMARY:
The Account Executive (AE) creates leads and opportunities by profiling prospects.
ESSENTIAL FUNCTIONS:
- 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
OTHER FUNCTIONS:
- Interfaces with onboarding team to ensure accounts are opened and funded efficiently
- Performs other duties as assigned
QUALIFICATIONS:
Education and Experience:
- 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 CERTIFICATION(S):
None required
TECHNICAL SKILLS:
Intermediate level proficiency in Microsoft Office
BEHAVIORAL COMPETENCIES
- In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.
- Attention to detail
- Written and verbal communication
- Time management
- Organizing
PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment. This role 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, stand, walk, use hands and fingers, and reach with hands and arms. It 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.
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.