Account Executive II

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 :

• Attention to Detail.
• Time Management.
• Written and verbal communication.
• Organizing.

PHYSICAL DEMANDS / WORK ENVIRONMENT :

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER / ASSOCIATE ACKNOWLEDGEMENT :

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.

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.