Jul 21, 2023

Account Executive

  • DRB Capital
  • Delray Beach, FL, USA
Full time Sales

Job Description

As an Account Executive, you will assist people in need of cash by offering liquidity and optionality to those prospective sellers who have guaranteed or life contingent structured settlements, annuities and/or investment annuities. Your responsibilities will include managing and qualifying pipeline leads while ensuring progression of opportunities through the sales cycle, executing sales initiatives and meeting sales goals

• Establish purposeful relationships with structured settlement recipients in order to buy future payment streams
• Determine customers’ financial needs and sell structured settlement solutions
• Exercise diligence in planning, following up, and closing deals by working with customers to facilitate the accumulation and prompt return of requisite documents
• Evaluate cost and revenue to determine profitability
• Consistently perform the required daily activities to build a robust pipeline of qualified opportunities
• Continually add new prospects to pipeline to grow sales volume incrementally
• Other duties as assigned

• 1-3 years of Inside Sales experience with heavy phone call volume
• Extensive sales background with provable track record of closing deals and handling high call volume
• Strong embracing personality that translates well in outbound calling
• Persistent problem solver who can forge relationships both over the phone and in person
• Driven to meet goals, generate results, and overcome objectives
• Advanced business acumen and understanding of sales
• Successful negotiations, presentation, and problem solving skills
• Accurate and professional written and verbal communication
• Demonstrated customer service orientation
• Ability to think and act independently within a fast paced multi task driven environment
• Strong organizational and planning skills
• Proficient in Microsoft Office software and ability to use company CRM (Salesforce)
• Bilingual is a plus
• Bachelor's degree preferred

Firm Description

Financial Services

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