Account Executive PCG

## Account Executive PCGApplylocations:
Westlaketime type:
Full time posted on:
Posted Yesterday job requisition :
JR100084
* This position reports to our Westlake, OH office full-time for the initial probationary period and hybrid eligible after training.
* ** As a 12-time North Coast 99 winner, Equity Trust values its associates and currently offers:** - Medical, Dental and Vision coverage first of the month following start date- 20 days PTO per calendar year (prorated based on date of hire)-10 paid holidays plus volunteer hours-Paid Maternity/Parental leave-On-site gym with weekly fitness classes-Wellbeing program including opportunity for discounts on medical insurance  
** JOB OVERVIEW
** The Account Executive 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.

** RESPONSIBILITIES & DUTIES
*** 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
* Follows assigned work schedule with regular and predictable attendance
* Perform other duties as assigned  
** QUALIFICATIONS
* ** High School diploma or equivalent required
* Bachelor’s degree preferred
* Minimum one (1) year of sales experience preferred
* Proven track record of meeting or exceeding sales targets
* Willingness to travel (client meetings, industry conferences)
* In person interaction that includes actively collaborating with colleagues and participating in team or company meetings  
** PROFESSIONAL CERTIFICATIONS
*** None required  
** TECHNICAL SKILLS
** To be successful in this role, you should have experience with and an understanding of the following:
* Intermediate level proficiency in Microsoft Office
* Comfort and fluency with technology platforms; ability to understand online tools and digital client experience  
** CULTURAL COMPETENCIES
** In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
* Attention to Detail
* Time Management
* Written and verbal communication
* Organizing
* * PHYSICAL DEMANDS/WORK ENVIRONMENT
** This job operates in a professional office environment, which may include a corporate office setting or a remote/home…