Equity Trust Company · 1 day ago
Account Executive II
Westlake, OH
Full-time
Onsite
Entry Level
1+ years expEquity Trust Company is a 12-time NorthCoast 99 winner that values its associates. The Account Executive II plays a pivotal role in expanding the Private Client Group business by managing a sales pipeline, generating new business, and ensuring exceptional client outcomes through collaboration and consultative guidance.
Financial Services
Hiring Manager
Andrea Obregon
Responsibilities
Executes a sales plan and funnel
Makes outbound phone calls to leads with current and past interest
Prospects, qualifies, and converts new business opportunities by communicating ETC’s unique value: nearly limitless investment flexibility, robust platform (myEQUITY), and trusted custodial experience
Manages full sales cycle: Engage > Identify > Solve > Fees > Close > Onboarding
Assists in completion of account open documentation
Maintains and grow relationships with existing clients and strategic partners, ensuring customer satisfaction, renewal growth, and cross-sell of additional solutions
Collaborates closely with Management, Client Success, Onboarding, and Client Service teams to ensure a seamless implementation process and a strong, positive client onboarding experience
Stays current on industry trends including self-directed IRAs, real estate investing, alternative assets, 1031 exchanges, and cryptocurrency and clearly communicate how ETC’s solutions align with emerging client needs
Provides feedback from field to internal teams on client/market insights, competitive intelligence, and product features to strengthen ETC’s go-to-market strategy
Tracks sales activities, pipeline, forecasting, and metrics using CRM tools; maintain accurate records and reporting to management
Creates leads using Salesforce and documents all interactions
Collaborates with the onboarding team to ensure new accounts are opened and funded accurately and efficiently
Meets Sales objectives and business results as established by Sales Leadership
Obtains and follows up with referrals
Perform other duties as assigned
Qualification
Required
High School diploma or equivalent required
Proven track record of meeting or exceeding sales targets
Willingness to travel (client meetings, industry conferences)
Intermediate level proficiency in Microsoft Office
Comfort and fluency with technology platforms; ability to understand online tools and digital client experience
Attention to Detail
Time Management
Written and verbal communication
Organizing
Preferred
Bachelor's degree preferred
Minimum one (1) year of sales experience preferred
Benefits
Medical, Dental and Vision coverage first of the month following start date
20 days PTO per calendar year (prorated based on date of hire)
10 paid holidays plus volunteer hours
Paid Maternity/Parental leave
On-site gym with weekly fitness classes
Wellbeing program including opportunity for discounts on medical insurance
Company
Equity Trust Company
Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
George Sullivan
Chief Executive Officer
Joe Stolz
Chief Technology Officer
Company data provided by crunchbase