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Sales Executive (Wealth Management Software)

02/06/18 14:24
0 Applications
Job Type:
Full Time

Sales Executives will be responsible for helping FinFolio promote its technology products in the marketplace and will focus on FinFolio's software offerings and have sales experience in the financial advisor/RIA vertical market. The position will carry a quarterly revenue target. 

The ideal candidate will possess both a sales and technical background that enables them to drive an engagement at the financial functional level as well as with their IT counterparts. Investment Software Sales Associates will be an exceptionally strong and creative thinker who thrives in a team environment and embraces all aspects of selling. Must be able to work in fast-paced, dynamic environment and have very strong verbal and written communication skills. 

Duties and Responsibilities:

  • Generate new business opportunities to drive pipeline growth
  • Prospecting via cold calls, email, and other marketing campaigns
  • Collaborate with Sales Management and Marketing to develop targeted lists, call strategies, and messaging
  • Research and build new contacts and existing accounts
  • Conduct high-level conversations with Senior Executives
  • Analyze prospect needs to identify business opportunities
  • Gain deep knowledge of FinFolio products and services
  • Gain deep knowledge of competitors
  • Work with Product Management and Engineering for product improvement
  • Attends conferences, both local and national, in order to generate new leads of qualified prospects.
  • Develops responses to requests for proposals.
  • Assists Marketing Department with promotional events and conferences and provides feedback regarding marketing materials.
  • Utilizes Internet tools to research for opportunities at prospects and clients.
  • Generates necessary documentation to assist in deal closing (presentations, end user licenses, etc.)
  • Secures references from Firm clients.
  • Coordinates with the Legal Department regarding agreement term and condition issues.
  • Assists with other projects as needed.
  • Performs other duties as assigned.


  • Proven track record of exceeding sales quotas
  • Experience selling financial and/or related tools preferred
  • Selling experience in Finance and/or Accounting industry preferred
  • Excellent time management
  • Excellent written skills and highly articulate

Education and Experience:

  • Bachelor’s degree preferred
  • 2-3 years of software sales experience preferred
  • Experience selling financial technology a plus
  • Demonstrable track record of success a must.
  • Strong cold calling and lead generation skills a must.

Computer Skills: 

To perform this job successfully, an individual should have advanced technical skills and able to have an intelligent conversation about MS SQL, REST API's and be able to quickly learn sales tools such as HubSpot and Excel.

Life at FinFolio:

FinFolio is a boutique technology company that makes software for professional financial advisors. We are centrally located in the Denver Tech Center, a short walk from the Belleview light rail stop, offering free parking, health care and other amenities.

FinFolio was started by industry veterans who have successfully founded similar startups. Our clients are investment advisory firms and other financial institutions who all have high expectations of their technology providers. Our software solution is usually the backbone of their technology ecosystem, acting as a hub for their entire practice.

We work hard and take pride in the quality of our service and software, investing the extra time to polish the UI and reports. The atmosphere is interactive; everybody at the company has input into what we do and how we do it. You’ll be working with people who really care about what they’re making and doing. We're on a mission.

We also have fun. The CEO serves margaritas every Friday (virgin and non) and we dress casually. Not business casual, real casual—jeans and t-shirts are fine. Sometimes we take Friday afternoons off to catch movie premieres, or do other fun things.

To apply send email to: finfolio-fnfl0947@applications.recruiterbox.com

About FinFolio: www.finfolio.com

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