Wealth Access, Inc.

Account Executive

• Conduct outbound prospecting and lead generation via phone, email, and social media campaigns
• Qualify sales leads based on client needs and with a partnership mentality
• Build and manage a pipeline by traveling and calling into various levels of an organization — identifying the right opportunities and handling objections
• Close enterprise deals and support identification of sales opportunities with existing clients
• Nurture and develop relationships with consultants and industry partners
• Communicate pipeline status and potential closed business to company leadership
• Represent Wealth Access in front of prospects and at market events