Sales Executive responsible for adding new business by selling to net new customers in the financial sector. Developing and managing a pipeline of viable opportunities in the Boca Raton, FL area.
About the role
- Client Account Executive managing mid-size client relationships at Vanguard. Responsible for client retention, satisfaction, and growth while developing strong relationships with key decision makers.
Responsibilities
- Responsible for the retention, satisfaction, and growth of clients
- Develops and communicates strategic business plans for current clients
- Implements long term relationship retention & growth strategies
- Strategically navigates client organizations
- Leads and executes on RFP and re-bid processes
- Achieves established sales, satisfaction and retention goals
- Coaches internal teams towards achieving book of business strategy
- Facilitates strong business support
- Influences and collaborates with divisional business partners
- Coaches, collaborates, and provides insight and direction to less experienced sales executives
Requirements
- Five years financial services experience
- At least three years in a senior level client or prospect relationship role
- Undergraduate degree or equivalent combination of training and experience
- Graduate degree preferred
- This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC)
Benefits
- Travel requirement: Up to 50%
- Health insurance
- Retirement plans
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Sales representative for ERP software supporting social economy organizations. Actively acquiring new clients and building a strong regional network while conducting needs analyses.
IT Sales Representative for ERP solutions in social economy, focusing on new customer acquisition and network building in the region. Engage with clients to understand needs and deliver tailored solutions.
Sales Executive engaging customers to sell financial risk management software solutions at SS&C. Responsible for understanding clients’ needs, driving sales, and contributing to company profitability.
Technical Sales Representative in heating and ventilation sector assisting customers with their inquiries. Collaborating with outdoor sales colleagues and engineering innovative solutions for the industry.
Sales Representative building rapport with prospective owners and articulating travel benefits. Conducting presentations and generating sales at Wyndham Destinations in a high - energy environment.
Responsible commercial overseeing sales strategy at Glass Express, a windscreen replacement service in France. Managing team, setting sales goals, and nurturing client relations.
Senior Account Executive developing and executing marketing strategies for client accounts in healthcare. Bridging gaps between clients and creative teams to drive brand growth and engagement.
VP, Group Account Director leading account managers at Woven Health Collective. Overseeing client relationships, strategic results, and operational health for healthcare marketing solutions.
Patient Care Coordinator leading personalized consultations and driving revenue at a luxury med spa. Conducting aesthetic service education and establishing lasting patient relationships.