Sales Executive

Job Description – Sales Executive 

Division / Department: AD Banker Sales  
Reports to (position): Director of Sales  
Level / Grade: Individual Contributor  
Location: Assigned territory 
Employment Type: Full Time, Exempt  
Work Conditions: Remote  
Travel: Up to 40%  
Telecommute: This is a remote position performing work in assigned territory 
Minimum Educational Req: Four-year college degree in the area of Business Administration, Sales, Marketing or related field, or equivalent combination of education and experience  
Years of Experience: 5-7 years in sales and/or channel sales.   

Position Summary:  
The Sales Executive is responsible for generating and growing revenue for the company’s new securities education product line by actively building, managing, and converting a strong pipeline of opportunities. The ideal candidate is a proactive hunter who is equally comfortable with strategic account development and leading the charge for the overall product sales playbook. Revenue generation will come from cross selling the product line to our existing partner base, development of new client relationships, and through targeted marketing initiatives to drive awareness of AD Banker’s position as a leader in the financial services industry. This position will have access to the full national list of financial services companies, offering significant opportunity for growth, creativity, and impact.  

Essential Functions / Job Responsibilities:  

• New business development with focus on identifying, prospecting, and qualifying new opportunities. The role will be the go-to individual in leading discovery calls and meetings to understand client needs.   

• Own the entire sales cycle from prospecting and qualification through proposal, negotiation, and close. 

• Build and manage sales funnel effectively to maintain organization and detail, ensuring awareness of all key opportunities. 

• Partner with existing teams to understand existing accounts, current product needs, and expansion opportunities. There is significant opportunity to cross-sell our new securities products to clients already using our existing training solutions. 

• Develop strong relationships within content development, sales operations, tech, marketing, and compliance to instill a comprehensive sales strategy and ensure clients’ needs are met 

• Exhibit, attend and present at events/meetings held and managed by partners, industry leaders, and prospective clients to drive overall sales strategies and to build awareness and engagement of AD Banker brand and products to increase revenue.  

• Develop a working knowledge of competitive products, programs, and pricing structures. Sales and industry trends should be monitored with appropriate recommendations to internal stakeholders to ensure long-range planning needs are met. 

Minimum Requirements:  

• Proven experience in a hunter type role with a focus on winning net-new business (prospecting, selling, closing, managing) 

• Experience in working with key decision makers and industry influencers resulting in successful channel penetration and increased market share.  

• Highly self-motivated and organized with the ability to manage a national territory 

• Proven effectiveness of establishing and maintaining strong relationships resulting in collaborative strategies to drive growth  

• Experience in, and working knowledge of, financial services industry needs and trends preferred but not required 

Skills Required:  

• Ability to influence and persuade others to achieve desired outcomes  

• Strong analytic, problem solving, and negotiation skills  

• Excellent oral and written communication and presentation skills  

• Excellent organizational, planning, and prioritization skills  

• Excellent interpersonal and relationship-building skills. Feels at home visiting clients on a daily basis  

• Ability to work with minimal supervision and excellent attention to detail  
    

Technical Skills Required:  

• Proficiency in MS Office Suite of products (MS Word, Excel, PowerPoint)  

• Experience with Salesforce or similar CRM Software  

• Experience with video conferencing (Zoom, GoToMeeting, etc.) and general A/V knowledge to effectively present to clients on site  

• Comfortable with learning and adapting to new technologies  

Supervisory Responsibility:  
This position does not supervise the work of others.  

Internal and external interaction:  
This position interacts with peers both in and out of department and their immediate manager on a regular basis. They interact with customers directly in daily interactions as well as escalation or support situations in a defined geographical area. They may interact with managers in other departments and vendors.  

Physical Requirements:  
The physical demands of this position are representative of those that must be met by an employee to successfully perform essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

Employment benefits granted upon hire date: 

• Tuition reimbursement, subject to approval 

• Paid company holidays (9 days off per year) 

• Flexible Time Off (FTO), as described in the employee handbook 

• Remote and collaborative work environment  

Employment benefits granted the first of the month following 30 days of employment include: 

• Voluntary participation in Career Certified’s medical, dental, and vision plans, as well as supplemental insurance options 

• Voluntary participation in Career Certified’s 401k plan