Job Description

*This position reports to our Westlake, OH office full-time. To learn more about our sales team, check out our YouTube video!

 
Join the Equity Trust Sales team today!

• Medical, Dental and Vision coverage first of the month following start date
• 20 days PTO per calendar year (prorated based on date of hire)
• 10 paid holidays plus volunteer hours
• Paid Maternity/Parental leave
• On-site gym with weekly fitness classes
• Wellbeing program including opportunity for discounts on medical insurance

JOB OVERVIEW:
The Account Executive II plays a pivotal role in expanding our Private Client Group business. Serves as a trusted financial professional to help guide prospects and clients with a consultative perspective, driving revenue growth while championing Equity Trust’s value proposition: flexibility, service excellence, and technology-driven solutions. Responsible for managing a sales pipeline, proactively generating new business, and collaborating internally to deliver exceptional outcomes for clients.

• Executes a sales plan and funnel.
• Makes outbound phone calls to leads with current and past interest.
• Prospects, qualifies, and converts new business opportunities by communicating ETC’s unique value: nearly limitless investment flexibility, robust platform (myEQUITY), and trusted custodial experience.
• Manages full sales cycle: Engage > Identify > Solve > Fees > Close > Onboarding.
• Assists in completion of account open documentation.
• Maintains and grow relationships with existing clients and strategic partners, ensuring customer satisfaction, renewal growth, and cross-sell of additional solutions.
• Collaborates closely with Management, Client Success, Onboarding, and Client Service teams to ensure a seamless implementation process and a strong, positive client onboarding experience.
• Stays current on industry trends including self-directed IRAs, real estate investing, alternative assets, 1031 exchanges, and cryptocurrency and clearly communicate how ETC’s solutions align with emerging client needs.
• Provides feedback from field to internal teams on client/market insights, competitive intelligence, and product features to strengthen ETC’s go-to-market strategy.
• Tracks sales activities, pipeline, forecasting, and metrics using CRM tools; maintain accurate records and reporting to management.
• Creates leads using Salesforce and documents all interactions.
• Collaborates with the onboarding team to ensure new accounts are opened and funded accurately and efficiently.
• Meets Sales objectives and business results as established by Sales Leadership
• Obtains and follows up with referrals.
• Perform other duties as assigned.

QUALIFICATIONS:

• High School diploma or equivalent required.
• Bachelor’s degree preferred.
• Minimum one (1) year of sales experience preferred.
• Proven track record of meeting or exceeding sales targets.
• Willingness to travel (client meetings, industry conferences).

PROFESSIONAL CERTIFICATIONS:

• None required.

TECHNICAL SKILLS:

To be successful in this role, you should have experience with and an understanding of the following:

• Intermediate level proficiency in Microsoft Office.
• Comfort and fluency with technology platforms; ability to understand online tools and digital client experience.

CULTURAL COMPETENCIES:

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

• Attention to Detail.
• Time Management.
• Written and verbal communication.
• Organizing.

PHYSICAL DEMANDS/WORK ENVIRONMENT:

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.

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