Enterprise Sales Representative

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.

Responsibilities:

• 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