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Account Executive -"Immediate Hire for 10 TOP Performers"

Account Executive -"Immediate Hire for 10 TOP Performers"

Job Description

Job is located in Tucson, AZ.


Join a fast and growing company offering career advancement and competitive base pay plus bonuses with earning potential up to $100K!!!

J.D. Mellberg Financial specializes in safe financial retirement planning. As an independent financial advisory firm, we are dedicated to personalized service with uncompromising integrity and affordability. J.D. Mellberg Financial is a fast growing financial institution and marketing firm in need of an experienced Account Executive.

The Account Executive is a full time sales position. Sales agents either make outbound calls or receive inbound calls from internet generated leads to book appointments for internal and external Financial Advisors. Sales experience is a must, preferably in a financial setting. Applicants should have 2-3 years experience in phone sales or equivalent experience. They should have good basic computer skills including; typing, toggling screens and using multiple systems at a time. Applicants need to be personable, friendly and have great phone etiquette.

Job Requirements

• 2 to 3 years in sales


• 2 to 3 years experience in a call center environment or equivalent experience

• Insurance License a plus

• Computer Literate

• Financial Background preferred

• Strong communication skills

• Detail Oriented

• Able to adapt to change easily

• Professional appearance

Specific Expected Contributions:
1. Contribute to meeting department’s appointment goals
2. Complete all daily tasks as assigned
3. Attend training and staff meetings as required
4. Answer internal and external representative questions
5. Assist peers and management when available time exists
6. Provide coverage due to vacations/illness, etc.
7. Ability to deal with high net worth clients
8. Willing to obtain Life & Health Insurance

Job Snapshot

Base Pay $32,000.00 - $100,000.00 /Year
Other Pay Medical Benefits
Employment Type Full-Time
Job Type Finance, Sales
Education High School
Experience 2 to 3 years
Manages Others No
Relocation Yes
Industry Insurance, Sales - Marketing
Required Travel None
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Account Executive -"Immediate Hire for 10 TOP Performers"


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