Senior Sales Executive - Financial Services

A niche financial services firm specializing in providing marketing resources and tools to insurance agents and financial advisors seeks an enthusiastic and outgoing sales professional looking to take on a sales position providing marketing resources to participants in the insurance industry. Small, but established company, transitioning product and marketing into a high-growth mode.

Details of the Role: Be a part of an inclusive, collaborative culture that rewards you for your contributions.  As a sales professional with this company, you will be dedicated to helping drive and support sales of their service through digital marketing, telephone calls, marketing campaigns and other innovative marketing avenue.

Who is a good fit for this role?

• A sales and marketing leader who can develop and manage a prospecting system designed to generate new leads from both inbound and outbound marketing and identify and nurture opportunities from within the existing client base. 
• Excellent opportunity for someone who is an Internal Wholesaler.
• Someone who has the ability to adapt to the interests of the audience as well as use technical skills and people skills, on the phone and in person, to build relationships and help grow sales.

Desirable Experience and Skills:

• Sales and marketing background required.
• 5+ years of financial services experience.
• Strong capital markets and insurance knowledge.
• Strong presentation skills as well as excellent communication skills.
• CLU, ChFC, CFP designations (preferred).