Signal Advisors logo
Signal Advisors

Let's reinvent the IMO, together.

Account Executive

Location

Michigan

Posted

89 days ago

Salary

0

Seniority

Senior

Bachelor DegreeEnglish

Job Description

Account Executive

Signal Advisors

• Be responsible for driving full-cycle outbound sales activity, including cold calls, email cadences, delivering marketing materials, and conducting compelling demo meetings. • Achieve quarterly sales goals by onboarding new independent financial advisors to Signal Advisors. • Master the ability to evangelize the Signal Advisors story and value proposition to a professional, complex audience. • Maintain clear Salesforce hygiene including prospect data, forecasts, and detailed account notes. • Lead with a customer-first mindset and focus on achieving business value for the advisor. • Collaborate with cross-functional teams (e.g., Marketing, Product, Success) to ensure a seamless prospect-to-client experience and to provide market feedback.

Job Requirements

  • Experience in the financial services industry; IMO or independent financial advisor specific is a plus.
  • Previous cold calling and outbound prospecting experience.
  • Strong written and verbal communication skills with the ability to articulate complex concepts clearly and simply.
  • The ability to quickly learn new technologies and value propositions.
  • You are comfortable in a dynamic, customer-facing environment and thrive on the challenge of closing deals.
  • You can sell innovation and change and can quickly pivot your strategy based on market feedback or shifting priorities.
  • You are meticulous in maintaining accurate and clear details and keeping records and communications organized.

Benefits

  • Medical, vision, and dental coverage
  • FSA or HSA-eligible health plans
  • 3% 401k company contribution with no vesting period
  • Paid parental leave for all parents
  • Learning & Development stipend
  • Wellness Programs
  • Flexible vacation policy
  • Dedicated sick days
  • 10 company-wide holidays
  • $500 for your home office setup
  • Flexible, hybrid working environment
  • Annual all-company retreat
  • Competitive equity package based on on role and level

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