Sales Executive
Role Overview
This Sales Executive role involves managing a territory and the full sales lifecycle, including prospecting, client meetings, and collaborating with pre-sales and internal teams to drive growth. It is a dynamic, mid-level position within a sales team, where the hire will impact company expansion by establishing relationships with wealth management firms and meeting sales targets. Day-to-day responsibilities include identifying new business opportunities, conducting presentations, and working with marketing and product teams to win deals.
Perks & Benefits
This is a fully remote position based in the United States, offering flexibility in work location. The company is a fast-growing, innovative technology firm backed by notable investors, providing opportunities for career growth in a collaborative and excellence-driven culture. Benefits likely include a competitive compensation package and a supportive team environment focused on making a real impact in the wealth management industry.
Full Job Description
OneVest is a fast-growing technology company on a mission to Power the World's Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We've been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you're passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big.
Location: This position is a remote US role.
We are looking for a Sales Executive to join our Sales team to help drive the company's growth. This is a dynamic role where you will contribute across the organization, own a territory and manage the full sales lifecycle. You will be responsible for identifying new business opportunities, supporting client relationships, and meeting sales targets.
What You'll be Doing:
- Selling into a territory, prospecting, working with pre-sales and other teams.
- Help establish and maintain "growth oriented" relationships with wealth management firms, managing relationships, and growing the footprint of OneVest.
- Maintain a consistent network of external professional relationships.
- Conduct client meetings and presentations to identify needs and propose appropriate solutions.
- Work with marketing, product and development to drive growth.
- Collaborate with internal teams to build strategies to win deaPlease mention the word **HEAL** and tag RODguMTk4Ljk5LjE0Mw== when applying to show you read the job post completely (#RODguMTk4Ljk5LjE0Mw==). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human.
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