Account Executive II - Equity Trust

Westlake, OH 44145

About the Job

This position requires a full-time, in-office schedule.

JOB OVERVIEW

The Account Executive II 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. If you have a disability that requires accommodation or paper application, please contact us at careers@trustetc.com.

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.

Source : Equity Trust