Found Description
Join OneVest as a Senior Sales Executive and drive impactful growth in wealth management. Leverage your expertise in enterprise sales and client relationships to contribute significantly.
In this multifaceted role, you will accelerate growth by developing new business opportunities and maintaining robust client connections. Your experience in institutional sales will be vital as you lead functions from prospecting to closing. Collaborate closely with technology and product teams to identify key opportunities while establishing relationships with Canadian firms in finance.
Key Responsibilities:
• Lead enterprise sales process from prospecting to closing.
• Establish relationships with Canadian insurance firms and MGAs.
• Conduct client meetings to identify needs and propose solutions.
• Develop financial models and marketing materials for sales.
• Collaborate with product teams on feature opportunities.
Requirements:
• Bachelor’s degree in Business, Finance, o...
In this multifaceted role, you will accelerate growth by developing new business opportunities and maintaining robust client connections. Your experience in institutional sales will be vital as you lead functions from prospecting to closing. Collaborate closely with technology and product teams to identify key opportunities while establishing relationships with Canadian firms in finance.
Key Responsibilities:
• Lead enterprise sales process from prospecting to closing.
• Establish relationships with Canadian insurance firms and MGAs.
• Conduct client meetings to identify needs and propose solutions.
• Develop financial models and marketing materials for sales.
• Collaborate with product teams on feature opportunities.
Requirements:
• Bachelor’s degree in Business, Finance, o...
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