About The Role:

Voyant currently has multiple Account Executive positions available for experienced fintech sales and customer service-focused candidates. This role carries out several functions including introducing Voyant’s solutions to existing AssetMark customers and making outbound calls to generate sales to non-AssetMark clients like RIAs, to achieve assigned territory sales goals. The ideal candidate must be a highly motivated, detail-oriented, relationship-builder with a minimum of 2 years of fintech sales and/or financial planning sales experience. We are a dog-friendly office environment.


  • Assist in driving sales-related activities to achieve established sales targets and goals within the assigned territory
  • Assist AssetMark clients with the transition to Voyant’s solutions from competitive financial planning products
  • Cold call a targeted list of prospects including RIAs to introduce Voyant’s Financial Planning & Wealth Management Solutions
  • Discuss pricing options with prospective advisors to make sure they are aware of the options available to support their needs
  • Follow up with inbound leads, schedule and perform solution demonstrations
  • Maintains a high level of attention to detail in managing all respective sales activities (notes, follow-ups, emails, call logs) using Salesforce CRM
  • Assist in coordinating with required resources from other departments for sales support

Candidate Requirements:

  • Bachelor’s degree or equivalent relevant work experience required
  • At least 2 years of account management sales experience, preferably in the fintech or financial services industry
  • Previous experience in the Financial Planning or Wealth Management space is required
Job Overview
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