Account Executive II - Financial Services

Job Description

This position it open to candidates residing in the Northeast, US Region.

Vericast is looking to add an Account Executive II to their team!

This candidate should have recent sales experience within the Financial Services industry. They will be responsible for achieving sales and / or profitability objectives, from both existing accounts and new client prospects.

In meeting their objectives, Account Executives meet with clients and prospects, develop proposals, manage contracts, and review deliverables prior to forwarding to the client.

They are responsible for recognizing opportunities and turn leads into long-lasting partnerships. With their extensive product knowledge and understanding of industry trends, Account Executives will communicate directly with clients and prospects, understand their individual needs, and recommend products or services that maximize value.

KEY DUTIES / RESPONSIBILITIES :

• Achieve assigned sales targets.
• Deepen existing client relationships generating incremental business.
• Consult with clients on business issues and marketing program design. Ability to understand client needs, and negotiate costs and services.

Resolve sales or delivery issues.

• Proficiency in Microsoft Office and CRM software, with aptitude to learn systems.
• Work with Strategists and Delivery Teams to execute project specifications and deliver quality results to clients. Develop insightful proposals and deliver strategic sales presentations.
• Manage contracts and up-sell / cross-sell opportunities.
• Willingness to travel as needed to meet with clients and prospects.
• Participate in a high level of prospecting activities : lead generation, qualifying prospects, discovery, and demonstrating solutions to prospective clients.

Ability to manage multiple accounts while seeking new opportunities.

Qualifications

EDUCATION :

• Bachelor’s degree (Required)
• Advanced degree in business or related field (Preferred)

EXPERIENCE :

• 5-7 years in a quota carrying sales role; demonstrated consistent over performance.
• Experience with multi-channel marketing disciplines.
• Recent sales experience within a financial services vendor company; marketing discipline preferred.
• 1-3 years experience and proficiency required in Marketing, Media, Advertising.
• Selling through creating a compelling vision or story. Use of data and insights as a selling tool. Prospecting / new business development.

Managing client relationships. Selling multiple / integrated product campaigns. Understanding of the clients market and strategic needs to align and recommend the ideal solution.

KNOWLEDGE / SKILLS / ABILITIES :

• Excellent written and oral communication skills.
• Ability and willingness to travel.
• Ability to interpret marketplace needs and translate them into products / services.
• Adapt easily to change - including the market, products, and internal company initiatives.
• Deliver formal / high impact presentations - to clients and internally as needed.
• Display Emotional (EQ) and Cognitive (IQ) Intelligence; the ability to read those around you and appropriately respond intellectually and emotionally.
• Excellent communication (written and verbal) and interpersonal skills. Ability to communicate at all levels within the organization and outside.
• Highly developed client solution selling and targeting skills; needs very little support from management to sell or close business.
• Innovative, analytical, and strategic thinking.
• Manage client expectations.
• Proficient at solution selling and closing opportunities.
• Show a consistent track record of success in achieving and exceeding annual quota and business objectives.
• Strong skills in : problem resolution, overcoming objections, initiative, conceptual selling, presentation delivery, negotiation, innovation, and managing multiple priorities.

EQUIPMENT / SOFTWARE UTILIZED :

Proficiency in Microsoft Office and CRM software, with aptitude to learn systems.

DECISION MAKING :

• This position requires a high amount of interpretation of financial information, judgement creativity and / or innovation to solve problems and determine best service / solution / course of action as it relates to the client goals and objectives.
30+ days ago