Account Executive - Advisory Sales

Nitrogen WealthSacramento, CA
291dRemote

About The Position

Nitrogen has been revolutionizing how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011. Today, Nitrogen offers an integrated client engagement software platform featuring risk tolerance, proposal generation, investment research, and financial planning tools designed to help firms and financial advisors deliver personalized advice. We invented the Risk Number, built on top of a Nobel Prize-winning academic framework, and are the champions of the Fearless Investing Movement - tens of thousands of financial advisors are committed to our mission of empowering the world to invest fearlessly. The Advisor Direct team is responsible for selling our SMB size advisory firms. Average deal size will be between $3,000 and $4,000 and the average sales cycle will be 15-20 days.

Responsibilities

  • Work with prospective customers by telephone and email, following up with them to answer questions, learn about their business and educate them on the capabilities of the product.
  • Build a relationship with the prospective customer, learn their business objectives, convince them that Nitrogen can move the needle for them, and bring them aboard.
  • Convert leads into Qualified Pipeline for your territory with the help of the Marketing team.
  • Effectively and independently distill and deliver the Nitrogen value proposition, demonstrating Nitrogen SaaS platform via online demos.
  • Develop into an industry expert in identifying customer 'pain' & helping to solve customer challenges.
  • Develop a sustained pipeline and close new business at or above quota.
  • Identify and qualify opportunities, pursue conversion of qualified leads to customer solutions with subscription-based revenue.
  • Negotiate pricing and contractual terms to close sales as required.
  • Maintain SFDC to reflect an accurate pipeline and Forecast.
  • Meet or exceed departmental goals for sales quota.
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