Account Executive

Join to apply for the Account Executive role at Signal Advisors

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 130+ team members dispersed across the country.

We are:
Empowering Leaders. Client Advocates. Entrepreneurial Champions.

Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal!

As an Account Executive at Signal Advisors, you will be a key driver of our growth, responsible for expanding our independent Financial Advisor base. You are a creative, self‑motivated sales professional who excels at running strategic sales processes. You know how to sell innovation and change by focusing on the customer’s vision and guiding deals forward to a decision.

This role requires a hunter mentality to drive new client acquisition and the ability to maintain a customer‑first mindset with a focus on delivering business value. You will embody our value of urgency by proactively engaging with high‑potential leads.

• Be responsible for driving full‑cycle outbound sales activity, including cold calls, email cadences, delivering marketing materials, and conducting compelling demo meetings.
• Achieve quarterly sales goals by onboarding new independent financial advisors to Signal Advisors.
• Master the ability to evangelize the Signal Advisors story and value proposition to a professional, complex audience.
• Maintain clear Salesforce hygiene including prospect data, forecasts, and detailed account notes.
• Lead with a customer‑first mindset and focus on achieving business value for the advisor.
• Collaborate with cross‑functional teams (e.g., Marketing, Product, Success) to ensure a seamless prospect‑to‑client experience and to provide market feedback.

• A self‑starter with a hunter mentality who operates with a clear focus on achieving and exceeding quarterly sales quotas. You possess the internal drive and sense of urgency to proactively drive deals forward.
• A results‑driven achiever who consistently meets or exceeds sales targets.
• Someone with a sense of urgency who uses best judgment to act urgently on the right things at the right time.
• A team member who is obsessed with finding a better way for sales processes and is always looking to elevate their performance.
• An individual who embraces a mentality of “We are the ‘they’” and is empowered to find solutions and be proactive, rather than shift blame.
• You thrive on the challenge of winning new business and view complex sales cycles as an opportunity to persevere. You demonstrate resilience and determination when facing objections or setbacks.

• Strong written and verbal communication skills with the ability to articulate complex concepts clearly and simply.
• The ability to quickly learn new technologies and value propositions.
• You are comfortable in a dynamic, customer‑facing environment and thrive on the challenge of closing deals.
• You can sell innovation and change and can quickly pivot your strategy based on market feedback or shifting priorities.
• You are meticulous in maintaining accurate and clear details and keeping records and communications organized.

• Experience in the financial services industry; IMO or independent financial advisor specific is a plus.
• Previous cold calling and outbound prospecting experience.

• 🌔 We’re obsessed with finding a better way. Never settle for less.
• 🏃 We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
• 👀 We raise our level of awareness. Everything starts with awareness. We’re curious and alert to what is happening around…