Account Executive

Job Description:

wiZeHR has been retained to find a highly motivated and client-focused Account Executive to join our client's team. This role is designed for someone who thrives on building and nurturing relationships with current clients, exploring opportunities for re-engagement with previous clients, and leveraging warm referrals to drive business growth. Our client, a leading financial services organization in Boca Raton, FL, is committed to fostering an environment where every team member is valued. They offer robust learning and development programs, a supportive network, comprehensive benefits, wellness initiatives, and personal finance support, ensuring both professional and personal growth.

Position Summary:
The Account Executive will play a critical role in advancing the financial success of our client by managing and expanding key client relationships. The ideal candidate will possess exceptional communication and interpersonal skills, a proactive and results-driven mindset, and a deep understanding of financial products and services. They will demonstrate strong analytical and problem-solving abilities, with a talent for identifying opportunities and creating innovative solutions. This role requires a collaborative team player who can work effectively across departments and thrive in a dynamic, fast-paced environment. The successful candidate will have a proven track record of exceeding sales targets and delivering exceptional client service within the financial services sector.

Key Responsibilities:

· Client Relationship Management:  Build and maintain strong, long-lasting relationships with existing clients, ensuring high levels of client satisfaction and engagement.

· Business Development:  Identify and pursue opportunities for re-engagement with previous clients, leveraging warm referrals and networking to expand the client base.

· Sales Strategy Execution:  Develop and implement effective sales strategies to achieve and exceed sales targets and objectives.

· Client Meetings and Presentations:  Conduct meetings with clients to understand their financial needs, present tailored solutions, and negotiate terms to secure new business opportunities.

· Collaboration with Internal Teams:  Work closely with internal departments, including marketing, operations, and product development, to deliver comprehensive solutions to clients.

· Market Analysis:  Stay informed about industry trends, market conditions, and competitor activities to identify new opportunities and potential threats.

· Reporting and Documentation:  Maintain accurate records of client interactions, sales activities, and performance metrics in the CRM system.

Competencies: 

· Relationship Building:  Strong interpersonal skills with the ability to build and maintain lasting relationships with clients.

· Communication Skills:  Excellent verbal and written communication skills, with the ability to present complex financial solutions in a clear and compelling manner.

· Problem-Solving Skills:  Strong analytical and problem-solving abilities, with a focus on delivering client-centric solutions.

· Team Player:  Ability to work collaboratively with cross-functional teams to achieve business goals.

· Knowledge of Financial Products:  In-depth knowledge of financial products and services, with a keen understanding of market dynamics.

Requirements: 

· Bachelor’s degree in Business, Finance, Marketing, or a related field. 

· 3-5 years of experience in a similar account executive role, preferably within the financial services sector.