Sales & Partnerships Executive

Job Title: Sales & Partnerships Executive

Location: Remote (U.S.)

Type: Full-time, W-2

Base Compensation: $35/hour (DOE) + Uncapped Commission & Bonuses

Indigo Marketing Agency is a full-service digital marketing agency dedicated exclusively to financial advisors and RIAs. We help established firms sharpen their positioning, generate qualified opportunities, and build strong visibility across Google and AI platforms like ChatGPT, Claude, and Perplexity.

We believe that true sales success comes from serving our clients first. We are looking for an ambitious, relationship-driven Sales & Partnerships Executive who combines a strong growth mindset with high empathy and strategic marketing intelligence.

In this role, you won’t just pitch services—you will act as a trusted marketing advisor from the very first conversation. You will actively build new relationships, identify firms that need strategic marketing support, and help wealth managers grow their practices.

If you are energized by proactive outreach, love diagnosing business challenges, and take pride in helping both our clients and Indigo thrive together, you will excel here.

• Build Relationships & Pipeline: Proactively connect with independent RIAs and hybrid RIAs through personalized outreach, Linked In, industry networking, and referral channels to start meaningful business conversations.
• Consultative Sales Conversations: Lead discovery calls with founders, managing partners, and marketing leaders. Diagnose positioning gaps, website needs, lead generation systems, and AI visibility to craft tailored solutions.
• Drive Strategic Growth: Help financial advisors see the long-term value of a strategic marketing partnership. Align our capabilities—from compliance-friendly content to AEO expertise—with their specific firm growth goals.
• Expand Industry Partnerships: Cultivate active referral networks with custodians, broker-dealers, consultants, and tech providers across the financial services ecosystem to generate repeatable, mutual opportunities.
• Represent Indigo at Conferences: Attend select industry events to build genuine connections, host productive meetings, and represent Indigo as an industry leader.
• Maintain Sales Excellence: Keep CRM records accurate in Hub Spot, manage pipeline hygiene, and track performance metrics to continuously refine messaging and conversion.

• Client-Centric & Solution-Oriented: You genuinely care about helping financial advisors solve growth challenges and succeed over the long haul.
• Proactive & Self-Motivated: You take initiative to create new opportunities and build pipeline through persistent, professional networking.
• Marketing-Savvy Strategist: You understand digital marketing fundamentals and can articulate complex concepts—like email marketing, AI visibility (AEO), lead generation, and SEO—into actionable strategies for prospects.
• Strong Communicator: Exceptional written, verbal, and video presentation skills. Able to engage senior leaders with authenticity and clarity without resorting to high-pressure tactics.
• Team Player: You partner closely with our account management and delivery teams to ensure seamless handoffs and client success.

• Proven experience selling high-trust solutions (marketing agency services, consulting, SaaS, or professional services).
• Familiarity with financial advisors, RIAs, or the broader wealth management ecosystem.
• Track record of generating outbound pipeline and cultivating productive referral partnerships.
• Comfortable using Hub Spot or comparable CRMs.

Our primary clients are established independent RIAs and hybrid RIAs ($100M+ AUM) looking for a long-term strategic marketing partner to build a…