Menu
Sense Financial

 Join Our Team: Account Executive

Company Description

Sense Financial Services LLC is a boutique financial firm specializing in self-directed retirement accounts with checkbook control, including the Solo 401k and the Checkbook IRA. The company assists clients in obtaining checkbook control over their retirement accounts, allowing them to invest in various investment classes such as real estate, private lending, and mortgage notes without custodian approval. Sense Financial has helped hundreds of clients achieve greater control and flexibility in managing their retirement funds. For more details, please visit sensefinancial.com.

Role Description

This is a full-time remote Account Executive role at Sense Financial Services LLC. The Account Executive will be responsible for building and maintaining client relationships, developing new business opportunities, and developing & enhancing sales strategies. The role requires collaboration with the sales and marketing teams to optimize lead generation efforts and enhance conversion rates.

Qualifications

  • Excellent communication and interpersonal skills
  • Ability to develop new business opportunities
  • Financial background and knowledge
  • Experience in sales and client relationship management
  • Proficiency in generating new leads and managing lead generation processes
  • Ability to work independently and collaboratively in a team
  • A bachelor’s degree in Marketing, Business or a related field is a plus
  • Investment experience is a plus
  • Experience in the retirement industry is a plus

Our Core Values

Integrity

We are committed to integrity – doing the right thing isn’t optional for us. We are not interested in cutting corners or bending the rules. We believe that integrity is always in the best interest of our team and our clients.

Individualized Service

We are committed to acting in our clients’ best interest. This begins with understanding each client’s background, situation, questions, and goals. Our clients are important to us, and we understand that each client’s situation is different.

Intelligent Processes

We are committed to working efficiently and effectively. We are continuously improving our processes, and client feedback is welcome and valued towards this end.

Extreme Collaboration and Ownership

We resist micromanagement, advocate self-management and accountability, while fostering a high-performing team that collaborate across distances, sharing wins collectively.

Contact Us

To apply, send your resume to:

Join our team!

 

 

 

Corporate Office
Corporate Office