Sales Executive
WFA Digital Insight
The demand for skilled sales professionals in the tech industry has seen a significant surge, with over 25% of companies increasing their sales teams in the last year. Roles like the Sales Executive position at OneVest, which combines finance, technology, and wealth management, are particularly in high demand. With the backing of notable investors and a commitment to innovation, OneVest stands out in the market. Candidates should be prepared to showcase their ability to drive growth, manage complex relationships, and leverage tools like Salesforce to succeed in this fast-paced environment.
Job Description
About the Role
The Sales Executive role at OneVest is a dynamic and challenging position that requires a unique blend of sales acumen, financial knowledge, and technological savvy. As a key member of the sales team, the successful candidate will be responsible for driving the company's growth by identifying new business opportunities, managing existing client relationships, and meeting sales targets. This role is pivotal in establishing and maintaining 'growth-oriented' relationships with wealth management firms, which is critical to the company's mission of revolutionizing wealth management services.OneVest is an innovative and collaborative environment, thriving on creativity, pursuit of excellence, and teamwork. The company has been recognized for its innovative approach, being listed as one of Forbes's best start-up employers and named on the WealthTech100 list for 2024. This is a remote US role, offering the flexibility and autonomy that comes with working in a fast-paced, digitally connected team.
The Sales Executive will be working closely with various teams, including pre-sales, marketing, product, and development, to drive growth and win deals. This involves conducting client meetings and presentations, identifying needs, and proposing appropriate solutions that align with OneVest's services and the clients' goals.
What You Will Do
- Sell into a designated territory, leveraging existing relationships and identifying new business opportunities.
- Prospect and engage with potential clients, working closely with the pre-sales team to tailor solutions.
- Establish, maintain, and grow relationships with wealth management firms, ensuring a consistent and professional approach.
- Conduct client meetings and presentations to understand their needs and propose tailored solutions.
- Collaborate with internal teams, including marketing, product, and development, to drive growth strategies and win deals.
- Manage the full sales lifecycle, ensuring timely follow-ups, and maintaining a high level of customer satisfaction.
- Develop and maintain a network of external professional relationships to stay informed about market trends and opportunities.
- Work closely with the sales team to share best practices and contribute to the team's overall performance.
- Stay up-to-date with industry trends, competitor activity, and new technologies that could impact the sales strategy.
What We Are Looking For
- Proven experience in sales, preferably in the finance or technology sector.
- Strong proficiency in Salesforce and Excel, with the ability to learn and adapt to new tools.
- Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships.
- A strong understanding of the financial services industry, including wealth management.
- Ability to work independently and as part of a team, with a high level of self-motivation.
- A track record of meeting or exceeding sales targets, with a focus on growth and expansion.
- Strong analytical and problem-solving skills, with the ability to think creatively.
- Ability to travel (when necessary) for client meetings and presentations.
Nice to Have
- Experience working with wealth management firms or similar financial institutions.
- Knowledge of the current trends and technologies in wealth management and financial services.
- Certification in sales or a related field, such as a CRM certification.
- Experience with data analysis tools, beyond Excel, such as Tableau or Power BI.
Benefits and Perks
- The opportunity to work with a fast-growing, innovative company that is revolutionizing the financial services industry.
- Competitive compensation package, reflective of experience and performance.
- Flexible, remote work arrangement, allowing for autonomy and work-life balance.
- Access to cutting-edge technology and tools, including Salesforce and other industry-leading software.
- Professional development opportunities, including training and certifications.
- Collaborative, dynamic work environment with a team of experienced professionals.
- Recognition and reward for outstanding performance, including bonuses and promotions.
How to Stand Out
- When applying, make sure to highlight specific examples of your experience with Salesforce and Excel, and how you've used these tools to drive sales growth.
- Prepare to discuss your understanding of the financial services industry, including trends and challenges faced by wealth management firms.
- Showcase your ability to build and maintain strong relationships, and give examples of how you've managed complex client relationships in the past.
- Be ready to talk about your sales strategy and how you stay organized, especially in a remote work environment.
- Highlight any experience or knowledge you have about the wealth management sector, including any relevant certifications or training.
- Be prepared to discuss how you handle rejection and stay motivated in a sales role, and what strategies you use to meet or exceed sales targets.
This is a remote position listed on WFA Digital, the platform for professionals who work from anywhere. Browse more remote jobs across all categories.