What are the responsibilities and job description for the Account Executive II position at Equity Trust?
- This position is based out of our Westlake, OH office and requires a full-time, in-office schedule.
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.
- 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.
- None required.
- Intermediate level proficiency in Microsoft Office.
- Attention to Detail
- Time Management
- Written and verbal communication
- Organizing
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.