Account Executive - Montvale, United States - Madison Trust Company

Madison Trust Company

Verified Company

Montvale, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

Madison Trust / Broad Financial is an integrated, rapidly growing, Bergen County based financial services group comprised of a chartered trust company, an IRA services specialty group, multiple alternative investment fund affiliates and a real estate group.

We've been rated one of NJ's best places to work and maintain a superb work culture

We are looking for a talented and motivated Account Executive to join our team. The Account Executive will play a pivotal role in expanding our client base and fostering lasting relationships.

We are seeking an individual with a vibrant personality, exceptional sales acumen, and the ability to engage potential clients in meaningful conversations without the traditional sales pressure.

This role is highly consultative, and involves working with sponsors.

It is ideal for someone who can navigate conversations with ease, think quickly on their feet, and exude confidence in discussing financial products and services.

Key Responsibilities:

Develop and execute strategic sales plans to achieve targets and expand client base.
Engage with potential clients in a consultative manner, understanding their needs and offering tailored solutions.
Collaborate with internal teams to ensure seamless client onboarding and account management processes.
Stay informed about industry trends, regulations, and competitive landscape to provide valuable insights to clients.
Maintain accurate records of interactions and sales activities in the CRM system.

Qualifications:

Bachelor's degree in Business, Finance, Marketing, or related field.
Minimum of 4 years of proven success in sales, preferably in financial services or related industry.
Exceptional communication and interpersonal skills, with the ability to build rapport quickly and speak and write in an engaging manner
Strong negotiation and persuasion skills, with a track record of meeting or exceeding sales targets.
Ability to thrive in a fastpaced environment, adapt to changing priorities and multitask with ease.
Proficiency in Microsoft Office suite and CRM software.

Pay:
From $62,000.00 per year

Benefits: