Senior Account Executive - Self-Directed IRA Sales
Job in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-09-01
Listing for:
Equity Trust Company
Full Time
position Listed on 2026-09-01
Job specializations:
-
Sales
Sales Representative, Business Development, Sales Development Rep/SDR, Sales Consultant
Job Description & How to Apply Below
Equity Trust Company is seeking a Senior Account Executive in Westlake, OH. The role starts full-time with a probationary period and then a hybrid schedule after training.
You will follow our sales process to deliver a superior client experience to prospective clients, educating them on self-directed IRAs and available accounts. You will use Salesforce to manage leads, open accounts, and track interactions, while meeting monthly sales goals and developing new business opportunities.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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