What are the responsibilities and job description for the Account Executive position at Financial Seminar Services?
Account Executive – Financial Seminar Services
Who We Are
Financial Seminar Services is a full-service marketing company specializing in response-driven strategies that help financial advisors and insurance agents grow their businesses utilizing seminars. Our team is dynamic, collaborative, and results-oriented—committed to delivering exceptional service and measurable success for our clients.
We’re seeking an experienced Account Executive to join our growing team. If you're passionate about marketing, client success, and making an impact, this could be the perfect role for you!
Why Join Us?
At Financial Seminar Services, you’ll be part of a fast-paced, supportive team where your work truly matters. You’ll have the opportunity to manage key client relationships, analyze marketing performance, and drive business growth—all while enjoying a positive, team-oriented environment.
What You’ll Do
As an Account Executive, you’ll be the primary point of contact for our clients, ensuring their marketing campaigns are running smoothly and effectively. Your responsibilities will include:
Client Relationship Management – Build strong relationships, provide exceptional support, and ensure client satisfaction.
Campaign Performance Analysis – Review lead data, track response rates, and provide actionable insights to optimize marketing strategies.
Onboarding & Implementation – Assist new clients with seamless onboarding and campaign setup.
Quality Assurance & Process Improvement – Support ongoing enhancements to deliver the highest level of service.
Special Projects – Take on high-impact initiatives that contribute to company growth and innovation.
What We’re Looking For
We’re looking for a dedicated, detail-oriented professional who thrives in a client-focused, results-driven environment. The ideal candidate has:
Industry Knowledge: Familiarity with the financial advisory and/or insurance industry is a plus.
Education: A bachelor’s degree in Marketing, Business, or a related field is preferred.
Communication Skills: Excellent written and verbal communication skills to engage effectively with clients and internal teams.
Technical Proficiency: Strong skills in Microsoft Excel and the ability to quickly adapt to new technologies.
Attention to Detail & Organization: Ability to multitask, manage deadlines, and maintain accuracy in a fast-paced environment.
Customer-Centric Mindset: A proactive approach and passion for delivering outstanding client service.
What We Offer
We believe in recognizing and rewarding our team members. Here’s what you can expect:
- Competitive Base Salary
- Paid Time Off – Two weeks of vacation in your first full year
- Comprehensive Health, Dental, and Vision Insurance
- Company-Paid Life Insurance
- Paid Holidays
- Fitness Reimbursement – Invest in your health and wellness
- Referral Bonus Program – Earn rewards for bringing in top talent
Ready to Take the Next Step?
Join a company that values your contributions and supports your professional growth. If you're an experienced Account Executive looking for an exciting opportunity to make an impact, we’d love to hear from you!
Apply today and take your career to the next level!
Job Type: Full-time
Pay: $50,000.00 - $58,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental Pay:
- Bonus opportunities
Work Location: In person
Salary : $50,000 - $58,000
