Account Executive, Financial Services

    • Full-Time
  • Chesterbrook, PA
  • 40,000 Annually

Account Executive – Financial Services (Chesterbrook, PA) HYBRID

We are actively seeking enthusiastic and passionate individuals looking to start their career in financial sales. Join our renowned client partner, a Nationally-known financial company based out of Chesterbrook, PA, and be apart of the great success of their sales teams! This entry-level position will call on customers previously identified from the multi-channel marketing program (warm leads) and provide information about the company’s various financial services offerings to secure new customers. Ideal candidates will have a strong personality and sense of individuality, as well as a drive and determination to help others. Please review the requirements and responsibilities below and apply if qualified and interested! This position will operate on a hybrid schedule and candidates must be able to reliably commute to Chesterbrook, PA to be considered.

Account Executive – Financial Services: Responsibilities:

· Engage customers from our existing database through various channels (phone, email, SMS, etc.)

· Successfully acquire new customers through prospecting efforts and by fielding new inbound inquiries

· Work and collaborate with members of cross-department team to manage active, in-process business and provide exceptional, responsive customer service

· Review clients’ banking accounts to determine funds necessary and available to execute the program

· Negotiate, deliver, and follow through to completion on client settlement offers

· Responsible for achieving monthly KPIs set by management

Account Executive – Financial Services: Requirements:

· Bachelor’s Degree preferred, relevant experience accepted in lieu of degree

· Proficient in Microsoft Office Suite

· Strong business acumen and professionalism

· Ability to thrive in a fast-paced environment

· Excitement, energy, passion and enthusiasm

· Capability to think critically and analyze risk

· Can work independently and with a team

· Extremely detail-oriented

Diversity and Inclusion:

Infinia Search is an equal opportunity employer, meaning all applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. We ensure that all individuals with disabilities are provided reasonable accommodation to participate in the job application and interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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