Account Executive - (Specialty Finance Industry)
Location: Scottsdale, AZ
Employment Type: Full-Time
About the Job:
We are seeking a detail-oriented and motivated Account Executive to join our dynamic team. This role focuses on delivering exceptional customer service while adhering to compliance policies and Standard Operating Procedures (SOPs). The ideal candidate will excel in documentation, call management, data analysis, and interpersonal communication, contributing to the overall success and growth of the organization.
In this position, you will play a key role in helping clients convert their annuities into immediate lump sums, providing them with financial flexibility and peace of mind. By analyzing data, accurately quoting annuitants, and identifying opportunities, you will support clients in achieving their financial goals quickly and efficiently.
Responsibilities:
Adhere to company compliance policies and SOPs in all interactions.
Document detailed and accurate notes for every client or stakeholder conversation.
Manage call durations effectively, maintaining average talk time per call.
Ensure efficient call wrap-ups within the required time.
Properly disposition all calls in the CRM system.
Meet or exceed funded deal volume targets through pipeline management.
Follow up promptly on active deals to drive progress and closures.
Respond quickly to document-related inquiries from other departments.
Analyze data to quote annuitants accurately and identify opportunities.
Navigate CRM systems proficiently to manage data and spot growth opportunities.
Accept and implement feedback from team members and supervisors to improve performance.
Communicate professionally and effectively with all departments.
Engage actively in team-building activities to promote collaboration and cohesion.
Adapt to unexpected changes in the work environment and implement feedback effectively.
Maintain high-quality standards in all tasks, as assessed through quality control measures.
Qualifications:
Bachelor's degree required.
2-3 years of business experience, preferably in finance or a related field.
Strong adherence to compliance policies and SOPs.
Excellent verbal and written communication skills.
Proven ability to leave detailed and accurate notes for every interaction.
Demonstrated ability to manage calls and pipelines effectively, meeting or exceeding targets.
Proficiency in CRM systems to track data and identify growth opportunities.
2+ years of experience in a customer-facing role.
Bilingual is a plus.
Featured Benefits:
401(k)
Dental insurance
Vision insurance
Medical insurance
How to Apply:
If you are a results-driven professional with exceptional communication skills and a passion for customer service, we want to hear from you! Please reply with your resume and cover letter with the subject line: "Account Executive Application - [Your Name]".
Join our team and make an impact today!
