What are the responsibilities and job description for the Equity Sales Associate (Series 7,63) position at Equitybee?
Equity Sales Associate
Series 7 & 63 Required
Base: $85,000 - $95,000/year
OTE (Base est. commission): $130,000 - $145,000/year
This salary range is based on a hybrid role in our Palo Alto office (3 days onsite per week)
Equitybee
The employee stock options system is broken. While receiving stock options should be a life-changing opportunity for employees, many just can’t afford to exercise them. Equitybee is here to fix this problem by helping startup employees fund their options and take ownership of their hard-earned shares. If you love startups, and are hungry for success, this position is the right fit for you. What’s better than helping fellow startup builders participate in the success of the companies they worked so hard to build? www.equitybee.com
About the Role
- Develop deep expertise in EquityBee’s products, messaging, and unique sales approach
- Serve as the primary point of contact for startup employees, building strong and trusted relationships
- Understand start-up employee goals and align them with EquityBee’s solutions
- Own the full sales cycle, from initial outreach through deal structuring, negotiation, and close
- Clearly communicate the value and ROI of EquityBee’s offerings to prospective customers
- Negotiate pricing and contractual terms as required to close the sale.
- Build and manage a high-quality pipeline to consistently exceed quarterly and annual targets
- Identify and qualify new opportunities through inbound leads, outbound prospecting, and existing networks
- Represent EquityBee through meetings, product demos, events, and targeted account initiatives
- Partner cross-functionally with Marketing, Product, and Investor Relations to drive results
- Ensure a strong customer experience, including timely resolution of any service-related issues
- Maintain accurate and organized records in CRM systems
About you
- 4 years of sales experience, preferably in financial products or services
- Solid understanding of investment and equity fundamentals, with the ability to quickly build deep product knowledge
- FINRA Series 7 and Series 63 licenses required (renewal sponsorship available as needed)
- Proven track record of meeting or exceeding sales targets
- Strong ability to simplify and communicate complex concepts
- Excellent written and verbal communication skills
- Strong time management and prioritization skills with a focus on driving revenue outcomes
- Ability to thrive in a fast-paced, evolving environment
- Highly collaborative, with the ability to work both independently and cross-functionally
- High level of professionalism, attention to detail, and accountability
- Positive attitude and strong work ethic
Benefits
- Hybrid work environment (Palo Alto office, 3 days onsite per week)
- Comprehensive medical (HMO/PPO), dental, and vision coverage
- HSA & FSA account options
- Unlimited PTO
- Wellness and fitness initiatives
- Dog-friendly office
- Lunch provided x3 week in office
- Equity, of course!
Salary : $85,000 - $95,000