Senior Sales Executive at OneVest

Join One Vest as a Senior Sales Executive to drive enterprise growth in wealth management. Leverage your financial expertise to build strong client relationships and close deals effectively.

This multifaceted role requires a strategic thinker with a proven sales background. You will engage with Canadian insurance firms and financial institutions while developing robust sales strategies and maintaining vital client networks. This position emphasizes collaboration with technology and product teams to enhance service offerings.

Key Responsibilities:

• Lead enterprise sales from prospecting to close

• Build relationships with insurance firms and MGAs

• Conduct client meetings to assess needs

• Develop pitch books and financial models

• Collaborate with product teams for feature opportunities

Requirements:

• Bachelor's degree in Business, Finance, or related field

• 4+ years in enterprise sales or business development

• Expertise in financial modeling and sales strategies

• Strong communication skills for value propositions

• Ability to self-originate pipeline

Accelerate your career in a dynamic environment at One Vest, where your sales expertise drives impact.
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