Top Administrative Executive jobs in Ohio

JOB OVERVIEW

The Account Executive (AE) creates leads and opportunities by profiling prospects.

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

To be successful in this role, you should have experience with and an understanding of the following:

• Intermediate level proficiency in Microsoft Office

CULTURAL COMPETENCIES

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies: