Senior Account Executive
Range(1 month ago)
About this role
A Senior Account Executive at Range is responsible for building trust and relationships with potential members by showcasing the value of the company's AI-powered financial management platform. This role involves hosting demo presentations, maintaining a healthy sales pipeline, and meeting sales targets, all while staying informed on industry trends and developing a deep understanding of Range's products and services. With a focus on direct sales, the ideal candidate will have over 8 years of experience, preferably in SaaS and the FinTech or WealthTech sectors.
Required Skills
- Account Executive
- Demo Presentations
- Client Relationships
- Sales Targets
- Sales Pipeline
- Product Knowledge
- Industry Trends
- Direct Sales
- Communication Skills
- Consumer Sales
+6 more
Qualifications
- Bachelor’s degree or equivalent experience
- SIE
- Series 7
- Series 65
- Series 66
- CFP or similar designation preferred
About Range
www.range.comRange is an innovative wealth management platform designed to provide comprehensive financial services for high-income earners, including investment strategy, tax optimization, retirement planning, real estate management, and cash flow analysis. Their team of Certified Financial Planners works closely with members to deliver personalized financial advice through a user-friendly interface, ensuring members can access their financial data and insights anytime. Emphasizing transparency, Range operates on a flat-fee pricing model with no hidden costs, allowing clients to make informed financial decisions without the burden of traditional asset management fees. With a focus on leveraging technology, Range aims to simplify and enhance financial management for professionals seeking to optimize their wealth strategies.