Account Executive - Institutional Sales; Leadership Track

Position Overview

We are seeking a high-potential professional to join our team as a full-time Account Executive. This role is ideal for someone who is organized, motivated, intellectually curious, and eager to develop into a senior-level executive within a specialized financial services environment.

The Account Executive will work directly with seasoned executives, receive structured mentorship, and progressively take on sales, service, and strategic responsibilities. This position is designed as a career-track role with clear growth to senior sales, management, and leadership opportunities.

This is a hybrid position requiring 2-3 days in office at our headquarters in Quincy, Massachusetts. The executive will be required to travel multiple weeks annually.

This role is best suited for a career-driven individual seeking long-term professional growth. Successful candidates will demonstrate leadership potential, intellectual curiosity, and a desire to grow into a senior executive role within our organizational structure.

• Learn and develop a deep understanding of A.W.G. Dewar’s business model, products, and services
• Support senior executives in all aspects of sales, account management, and client service
• Participate in meetings, presentations, and on-site engagements with schools and institutional partners
• Assist with client onboarding, renewals, and ongoing account support
• Contribute to company strategy, data analysis, and reporting
• Support marketing and business development initiatives, including:
• Advertising and promotional materials
• Convention and conference participation
• Web-based communications and digital initiatives
• Perform administrative and operational tasks as needed in a small-company environment
• Demonstrate increasing ownership of accounts and responsibilities as competence grows

• Comprehensive onboarding and mentorship by senior sales executives and leadership team
• Gradual transition from support responsibilities to independent account and sales ownership
• Exposure to executive-level decision-making, strategy, and leadership development

• Bachelor’s degree in business, finance, marketing, economics, or a related field
• Strong organizational skills with the ability to manage multiple priorities
• Excellent interpersonal, communication, and presentation skills
• Professional maturity, confidence, and a strong work ethic
• Proven ability to learn quickly and adapt in a dynamic environment
• 5+ years of professional experience in sales development, account management, financial services, or a client-facing professional business role is preferred
• Insurance Producer’s License preferred (or willingness to obtain within a specified timeframe)

• Additional compensation: Annual performance-based bonus opportunity