Business-to-Business (B2B), Communication Skills, Consultative Sales, Continuous Improvement, Customer Relationship Management (CRM), Customer/Client Research, Financial Services, Fortune 500 Customers, Leadership, Marketing Plan, Medical Conditions, Onboarding, Partner Sales, Process Improvement, Retirement Planning, Revenue Growth, Sales, Sales Closing Skills, Sales Management, Sales Prospecting, Salesforce.com, Up-Selling, Willing to Travel
Description
Job Title: Sales Executive - Financial Services
Duration: FTE
Location: Tampa, FL (HQ)
Required Pay Scale: Base + Benefits
- Due to client requirements this role is only open to USC or GC candidates*
Job Summary:
Project Details:
- Generate annual recurring revenue (ARR), including new business and upsell opportunities.
- Prospect and close new accounts, primarily small to mid-sized financial firms.
- Self-source a minimum of three qualified opportunities per month.
- Engage company-supplied MQLs quickly and collaborate with SDRs to accelerate pipeline velocity.
- Use Salesforce.com sales cadences to engage prospects via phone, email, and virtual meetings.
- Apply a consultative sales methodology to assess client needs and align solutions.
- Conduct Quarterly Business Reviews (QBRs) and identify expansion opportunities.
- Coordinate with internal teams to ensure smooth onboarding and fulfillment.
- Investigate and resolve client concerns to ensure satisfaction.
- Partner with senior sales leadership to drive continuous improvement.
Must Haves
- Minimum of two years of B2B sales experience.
- Strong discovery skills and professional communication abilities.
- Ability to build financial cases and articulate operational value.
- Experience in financial services, retirement planning, or marketing preferred.
- Demonstrated ability to achieve consistent sales growth.
- Strong sense of urgency and activity-driven mindset.
- Ability to work in a hybrid environment and travel as needed.
Desired Skills
- Bachelor's degree preferred.
- CRM proficiency; Salesforce experience preferred.
About Matlen Silver
Experience Matters. Let your experience be driven by our experience. For more than 40 years, Matlen Silver has delivered solutions for complex talent and technology needs to Fortune 500 companies and industry leaders. Led by hard work, honesty, and a trusted team of experts, we can say that Matlen Silver technology has created a solutions experience and legacy of success that is the difference in the way the world works.
Matlen Silver is an Equal Opportunity Employer and considers all applicants for all positions without regard to race, color, religion, gender, national origin, age, sexual orientation, veteran status, the presence of a non-job-related medical condition or disability, or any other legally protected status.
If you are a person with a disability needing assistance with the application or at any point in the hiring process, please contact us at email and/or phone at: [email protected] // 908-393-8600
At The Matlen Silver Group, Inc., W2 employees are eligible for the following benefits:
- Health, vision, and dental insurance (single and family coverage)
- 401(k) plan (employee contributions only)