Sales Account Executive
Listed on 2026-08-27
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Sales
Financial Sales, Inside Sales, Sales Development Rep/SDR, Sales Representative
Workplace Financial Advisors is seeking a motivated, professional, and driven Sales Account Executive to join our growing team.
As a Sales Account Executive, you will engage with prospective clients, learn about their financial goals and interests, and create opportunities for them to meet with our financial advisors. This is a sales-focused, entry-level position where you will develop valuable skills in prospecting, communication, relationship building, and financial services.
No prior financial industry or sales experience is required. We provide training and support to help you succeed.
What You'll DoYour primary responsibility is to engage prospective clients, identify opportunities, and schedule qualified meetings with our financial advisors.
- Make outbound calls, emails, and text messages to prospective clients
- Have conversations with prospects about their financial goals and interests
- Communicate the value of working with Workplace Financial Advisors
- Build rapport, establish trust, and qualify prospective clients
- Schedule introductory meetings with financial advisors
- Follow up with interested prospects and develop opportunities
- Maintain accurate prospect information and activity in our CRM
- Work closely with advisors to transition qualified prospects
- Strong communication and interpersonal skills
- Confident and professional phone presence
- Comfortable with outbound prospecting and sales conversations
- Motivated by goals and results
- Persistent and able to handle rejection
Coachable and eager to improve - Organized, dependable, and professional
No prior financial services or sales experience is required. Customer service, retail, sales, marketing, or call center experience is a plus.
You'll work directly with experienced financial advisors while gaining hands‑on experience in financial sales, prospecting, and client relationships
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This role offers an opportunity to develop your sales skills and build a foundation for future growth within financial sales, client service, and financial advisory
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