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Now Hiring - Account Executive in Westlake, OH

Account Executive in Westlake, OH

Equity Trust Company
Base Salary Yes (amount not posted)
Total Comp: NA
Qualifications Years In Sales
Industry: Financial Services
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Investment & Asset Management
To Whom Financial Services
Location: Westlake, OH
4.3
  • This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period.

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.


About Equity Trust:

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.

Equity Trust Company
Company Size
201 to 500 Employees
Founded
1974
They Sell
Investment & Asset Management
To Whom
Financial Services
Revenue
Unknown / Non-Applicable


Equity Trust Company is currently hiring for 6 sales positions
Equity Trust Company has openings in: OH, & CO
The average salary at Equity Trust Company is:

6 Yes (amount not posted)

Equity Trust Company
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Equity Trust Company

Equity Trust Company is currently hiring for 6 sales positions
Equity Trust Company has openings in: OH, & CO
The average salary at Equity Trust Company is:

6 Yes (amount not posted)