Account Executive
Listed on 2026-01-17
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Sales
Sales Representative, Financial Sales
Account Executive II | Equity Trust Company
Equity Trust Company is growing, and we’re excited to add multiple Account Executives to our team!
In this role, you’ll work with warm, inbound leads provided by our Marketing team, connecting with investors who have already expressed interest in learning more about self-directed IRAs and alternative investment opportunities. Your focus will be consultative conversations, education, and helping clients take the next step toward building long-term wealth.
Responsibilities- Engage with qualified inbound prospects interested in self-directed investing
- Educate clients on baptient account solutions and alternative assets
- Build trust through a consultative, client‑first sales approach
- Partner closely with Marketing and internal teams to deliver an exceptional client experience
- Strong communication and consultative selling skills
- Motivation, curiosity, and a desire to grow in a high‑impact role
- Financial services experience is a plus (but not required)
At Equity Trust, you’ll find a collaborative culture, meaningful work, and the opportunity to help clients take control of their financial future.
Referrals increase your chances of interviewing at Equity Trust Company by 2x
Seniority Level: Associate
Employment Type:
Full‑time
Job Function:
Sales and Finance
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