Role Overview
The Sales Executive will drive revenue in their assigned geographic territory by selling Inspira custodial solutions to businesses, primarily targeting Broker-Dealers, RIA firms, Fund Managers, and Syndicators.
What You Will Do
Plan and execute sales strategies using HubSpot, work with the Sales Director to create sales and marketing plans, grow prospecting database and opportunities, and expand business by leveraging industry contacts and delivering presentations.
Why It Might Be a Fit
The ideal candidate will have 4-7 years of applicable experience, experience within the financial industry, excellent communication and negotiation skills, and ability to prioritize, plan and take initiative.
Requirements
- Bachelor's Degree or related field experience
- 4-7 years of applicable experience
- Experience within the financial industry including Broker Dealers, RIA firms, Fund Sponsors, and Syndicators
- Excellent spelling, communication, and negotiation skills
- Ability to prioritize, plan and take initiative
- Well organized and able to manage multiple projects
- Experience with Salesforce, HubSpot, or similar CRM tool
- Ability to work as a team member and collaborate cross-functionally
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