Account Executive

DRB Capital • Boca Raton, FL

4d • $26 - $29

About The Position

The Account Executive contributes to team revenue goals by proactively contacting prospective sellers, understanding their financial needs, and identifying opportunities to purchase annuity payments. This role manages relationships and active transactions from initial contact through funding, coordinating with internal teams to support timely progress. Responsibilities include following company compliance policies and standard operating procedures, accurately documenting conversations and next steps in the CRM, and managing outreach, follow-ups, and the transaction pipeline. Success requires strong interpersonal and organizational skills, attention to detail, and the ability to adapt to changing priorities and apply supervisor feedback.

Requirements

• Bachelor’s degree in Business Administration, Finance or related field
• Proficient in maintaining adherence to company compliance policies and SOPs.
• Excellent verbal and written communication skills
• Ability to leave detailed and accurate notes for every conversation.
• Demonstrated ability to manage calls effectively.
• Proficiency in navigating through CRM systems to identify opportunities and manage data effectively.
• Ability to receive and implement feedback from team members for continuous improvement.
• Excellent interpersonal skills for effective and professional communication across departments.
• Demonstrated participation in team-building activities and initiatives.
• Ability to remain calm and effective in handling unexpected events or changes in the work environment.
• 2+ years of experience in inside sales, preferably in finance or related industry.
• Proven track record of managing calls and pipelines efficiently, meeting, or exceeding targets.
• Strong interpersonal skills demonstrated through effective communication and participation in team activities.

Nice To Haves

• Bilingual
• Experience navigating through CRM systems to identify opportunities

Responsibilities

• Contact prospective sellers to understand their financial needs and identify opportunities
• Manage the transaction process from initial contact through closing and funding, coordinating with internal teams to support timely progression.
• Adhere to company compliance policies and procedures in all seller interactions and transaction activities.
• Communicate effectively with internal teams, providing accurate information and timely updates to support transaction processing and resolve outstanding items.
• Maintain accurate and complete transaction information and documentation, meeting established quality standards and addressing feedback.
• Follow up promptly with prospective sellers and on active transactions, documenting current status, next steps, and follow-up dates in the CRM system.
• Participate in required company meetings, training sessions, and business-related events.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level