6 Account Executive II Jobs in Westlake, OH
Equity Trust is Hiring an Account Executive II Near Westlake, OH
JOB OVERVIEW
RESPONSIBILITIES & DUTIES:
- 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.
- Interfaces with onboarding team to ensure accounts are opened and funded efficiently.
- Perform other duties as assigned.
QUALIFICATIONS:
- 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 CERTIFICATIONS:
- None required
TECHNICAL SKILLS:
- Intermediate level proficiency in Microsoft Office
CULTURAL COMPETENCIES:
- Attention to Detail
- Time Management
- Written and verbal communication
- Organizing
PHYSICAL DEMANDS/WORK ENVIRONMENT:This job operates in a professional office environment and 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, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
Job Summary
Full Time
$78k-104k (estimate)
04/29/2024
06/28/2024
trustetc.com
SIOUX FALLS, SD
200 - 500
1974
Private
$5M - $10M
Related Companies
About Equity Trust
Equity Trust is a financial company offering retirement accounts and alternative asset custody services for individuals and financial professionals.
The job skills required for Account Executive II include Salesforce, Time Management, Microsoft Office, Verbal Communication, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be an Account Executive II. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Account Executive II. Select any job title you are interested in and start to search job requirements.
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