Senior Sales Executive at OneVest
OneVest
Be a part of OneVest's mission to transform wealth management as a Senior Sales Executive. Utilize your expertise in enterprise sales to drive substantial growth and innovation. In this pivotal role, you will focus on establishing and nurturing relationships within the financial sector, including insurance firms and accounting agencies. Your ability to self-generate sales leads will be crucial as you manage the sales process from prospecting through closing. Engage with teams across the organization to develop tailored financial solutions. Key Responsibilities:
- Manage enterprise sales from initial contact to closure.
- Foster relationships with Canadian financial institutions and MGAs.
- Lead client meetings and follow up on their needs.
- Create financial models and sales presentations.
- Collaborate with product teams to identify market needs.
- Bachelor’s degree in Business or a related field.
- Over 4 years in enterprise sales or related domains.
- Proven track record in originating sales leads.
- Strong skills in financial modeling and presentation.
- Understanding of wealth management and fintech.
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