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Sales Account Manager

Company: North Financial Group
Location: Remote
Posted on: May 24, 2023

Job Description:

North Financial Group is a leading financial services firm specializing in wealth management, investment advisory, and retirement planning. We are committed to delivering exceptional service and tailored solutions to our clients. Join our team of dedicated professionals and contribute to our mission of helping individuals and businesses achieve their financial goals.

We are seeking a proactive and results-oriented Remote Sales Account Manager to join our team. In this role, you will be responsible for managing and expanding our client base by fostering strong relationships, providing personalized financial solutions, and driving sales growth. As a Remote Sales Account Manager, you will have the flexibility to work remotely while playing a key role in our company's success.

Why Join North Financial Group:

--- Remote work opportunities, providing flexibility and work-life balance.
--- Collaborative and supportive team environment.
--- Access to a comprehensive range of financial products and solutions to meet client needs.
--- Competitive compensation package with performance-based incentives.
--- Ongoing training and professional development opportunities.
--- Opportunity to make a significant impact on client's financial success and build long-term relationships.

If you are a driven and client-focused sales professional seeking a remote opportunity with a reputable financial services firm, we invite you to apply.

--- Manage a portfolio of existing client accounts, ensuring their satisfaction and retention.
--- Develop and implement strategic account plans to identify growth opportunities and maximize revenue generation.
--- Build and maintain strong relationships with key stakeholders, including financial advisors, institutional clients, and individual investors.
--- Collaborate with internal teams to coordinate and deliver comprehensive financial solutions to clients.
--- Conduct regular account reviews and provide personalized recommendations to address client needs and achieve their financial objectives.
--- Identify cross-selling and upselling opportunities within the existing client base.
--- Continuously stay informed about industry trends, market dynamics, and competitor activities to adjust strategies accordingly.
--- Utilize CRM software to manage and track client interactions, sales activities, and account information.

--- Proven experience as a Sales Account Manager or in a similar role, preferably in the financial services industry.
--- Strong knowledge of financial products, investment strategies, and market trends.
--- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
--- Demonstrated ability to manage and grow client relationships, with a focus on providing exceptional service.
--- Proactive and self-motivated mindset, with a results-driven approach to sales and account management.
--- Ability to work independently and remotely while maintaining a high level of productivity and organization.
--- Proficiency in using CRM software and other sales tools to track and manage account activities.

About Company:
We are dedicated to hiring motivated, competitive and honest individuals who embody our core values of integrity, selflessness and reliability. -

We strive to create a dynamic and inclusive workplace that fosters growth by hiring the best and brightest.

If this sounds like you, we would love to have you join our team.

Looking forward to speaking with you.

Keywords: North Financial Group, Eugene , Sales Account Manager, Executive , Remote, Oregon

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