Account Executive II

EQUITY ADMINISTRATIVE SERVICES INC AND AFFILIATES•Westlake, OH

5d•Onsite

About The Position

The Account Executive II plays a pivotal role in expanding our Private Client Group business. Serves as a trusted financial professional to help guide prospects and clients with a consultative perspective, driving revenue growth while championing Equity Trust’s value proposition: flexibility, service excellence, and technology-driven solutions. Responsible for managing a sales pipeline, proactively generating new business, and collaborating internally to deliver exceptional outcomes for clients.

Requirements

High School diploma or equivalent required.
Minimum one (1) year of sales experience preferred.
Proven track record of meeting or exceeding sales targets.
Willingness to travel (client meetings, industry conferences).
Intermediate level proficiency in Microsoft Office.
Comfort and fluency with technology platforms; ability to understand online tools and digital client experience.
Attention to Detail.
Time Management.
Written and verbal communication.
Organizing.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Executes a sales plan and funnel.
Makes outbound phone calls to leads with current and past interest.
Prospects, qualifies, and converts new business opportunities by communicating ETC’s unique value: nearly limitless investment flexibility, robust platform (myEQUITY), and trusted custodial experience.
Manages full sales cycle: Engage > Identify > Solve > Fees > Close > Onboarding.
Assists in completion of account open documentation.
Maintains and grow relationships with existing clients and strategic partners, ensuring customer satisfaction, renewal growth, and cross-sell of additional solutions.
Collaborates closely with Management, Client Success, Onboarding, and Client Service teams to ensure a seamless implementation process and a strong, positive client onboarding experience.
Stays current on industry trends including self-directed IRAs, real estate investing, alternative assets, 1031 exchanges, and cryptocurrency and clearly communicate how ETC’s solutions align with emerging client needs.
Provides feedback from field to internal teams on client/market insights, competitive intelligence, and product features to strengthen ETC’s go-to-market strategy.
Tracks sales activities, pipeline, forecasting, and metrics using CRM tools; maintain accurate records and reporting to management.
Creates leads using Salesforce and documents all interactions.
Collaborates with the onboarding team to ensure new accounts are opened and funded accurately and efficiently.
Meets Sales objectives and business results as established by Sales Leadership
Obtains and follows up with referrals.
Perform other duties as assigned.