Apply on Employer Site

Equity Trust Company · 1 day ago

Account Executive

United States

Full-time

Remote

New Grad, Entry Level

Equity Trust Company is growing, and they are seeking multiple Account Executives to join their team. In this role, you will engage with warm, inbound leads and educate clients on self-directed IRAs and alternative investment opportunities while providing a consultative sales approach.

Financial Services

Growth Opportunities

Hiring Manager

Steven Popovich

Responsibilities

Engage with qualified inbound prospects interested in self-directed investing

Educate clients on retirement account solutions and alternative assets

Build trust through a consultative, client-first sales approach

Partner closely with Marketing and internal teams to deliver an exceptional client experience

Qualification

Sales experienceConsultative sellingCommunication skillsCuriosityFinancial services experienceMotivation

Required

Proven sales experience

Strong communication and consultative selling skills

Motivation, curiosity, and a desire to grow in a high-impact role

Preferred

Financial services experience is a plus (but not required)

Company

Equity Trust Company

Glassdoor4.3

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.

Founded in 1974