Associate Account Executive

To support a dynamic sales team, the full-time remote Associate Account Executive will generate new leads, build client relationships, and implement creative sales strategies to drive growth in the financial advisory sector. Key responsibilities: Generate and qualify new leads through various communication channels Build and nurture relationships with prospective clients to understand their needs Track and report all prospecting and sales activities using CRM and marketing tools Required qualifications: Sales background with a focus on technology solution-based selling Bachelor's degree or 3 years of related experience Strong sense of urgency and alignment with the company's mission Experience with digital tools and process management, including CRM Ability to overcome objections and build strong client relationships