Join as a Hybrid Account Executive, specializing in financial services and client engagement. Leverage your skills to foster strategic partnerships and enhance sales outcomes within a supportive team.
This position calls for an experienced sales executive with a minimum of 5 years in financial services. You will focus on conducting meetings with Distribution Partners, providing tailored insurance and investment solutions, and driving innovative practices within the retail distribution team. Your proactive approach will uncover new sales opportunities and improve client satisfaction.
Key Responsibilities:
• Conduct meetings with partners to understand their unique needs
• Deliver tailored insurance planning solutions to clients
• Drive sales and retention through strategic account management
• Develop annual business plans in collaboration with management
• Organize industry events to promote the brand
Requirements:
• 5+ years of sales experience in financial ...