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Sales Account Executive - Lead Generation

Sales Account Executive - Lead Generation

Job Description

Advicent Solutions, a leading provider of SaaS technology solutions for the financial services industry, is seeking a Sales Account Executive to build a strong pipeline of new prospects through research, referrals and general promotion of Advicent's products using a variety of sales techniques. As a Sales Account Executive on our Lead Generation team, your responsibilities will incude the following:


  • Achieve new business production goals and marketing plans by positioning Advicent as a leader in our business, offering unique, value-added products and services.
  • Aggressively prospect and cold call into new financial advising businesses to generate interest and obtain web-based demonstrations and/or face-to-face appointments for the Advicent Outside Sales staff.
  • Effectively utilize Internet and other resources to reach and identify prospects for contact. Obtain referrals from industry sources to build pipeline of prospects.
  • Build and manage prospect database, keeping accurate record and notes of contact information and prospect activity. Follow-up with Sales staff on status of calls and produce tracking reports.
  • Coordinate meeting follow-up activities with the Sales staff (such as phone calls, mailings, education, etc.). Develop and execute next-step prospect strategies. Act as key resource and respond effectively to pre-sale questions of prospects and/or internal staff to move the sales process forward.
  • Participate in market analysis to determine general client needs and competitive positioning. Identify potential marketing channels and opportunities to build awareness of Advicent's products that will generate inquiries and sales.
  • Stay current on market conditions, needs and competitor strategies, goals and approaches.

Job Requirements

  • Bachelor’s degree or equivalent preferred
  • 0-5 years successful outbound calling/telesales/telemarketing experience in consultative business to business sales, with the ability to converse with prospects at all levels, including the executive or owner level.
  • Strong verbal communication, networking and relationship building skills required to achieve new business goals
  • Ability to work independently in a fast-paced, changing environment to prospect and develop new business
  • Basic understanding of technology systems, Internet applications as well as CRM systems
  • Working knowledge and understanding of Microsoft Word, Access, PowerPoint, Excel, etc.
  • Strong organizational skills

Advicent Solutions is the leading provider of software-as-a-service (SaaS) technology solutions for the financial services industry. Our products include Web-enabled marketing communications, needs-assessment and financial planning tools. More than 250,000 financial professionals, including dozens of the world’s largest financial institutions, use Advicent’s solutions to help them grow their business, create exit barriers and stay top of mind. Our team is motivated, competitive and strategic; the environment is collaborative and fun, with a focus on performance and results. With our comprehensive paid sales training program, you will be positioned for success! We offer an excellent compensation and employee benefit package, including a 401k match, uncapped commissions, leaders club, and advancement opportunities.


Click the apply button to complete our short application process--it should take you less than 5 minutes. A member of our team will personally review your application and contact you, if we believe you are a fit for Advicent.


Advicent is an Equal Opportunity Employer. Must be authorized to work in the United States.

Job Snapshot

Employment Type Full-Time
Job Type Sales, Business Development, General Business
Education Not Specified
Experience Not Specified
Manages Others Not Specified
Industry Other Great Industries
Required Travel Not Specified
Job ID 270175
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Sales Account Executive - Lead Generation


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