Note: The job is a remote job and is open to candidates in USA. Kingsley Wealth Partners is a modern growth platform that aids financial advisors in acquiring new clients more effectively. The Account Executive will be responsible for managing a pipeline of prospective advisor partners, running discovery and demo calls, and closing new business while collaborating with leadership to improve sales processes.

Responsibilities

• Run discovery and demo calls with prospective advisor partners
• Manage prospects through the sales cycle from initial conversation to close
• Follow up consistently with inbound and outbound opportunities
• Maintain accurate notes, activity tracking, and pipeline updates in the CRM
• Communicate clearly and professionally with prospects throughout the sales process
• Collaborate with leadership to refine messaging, objection handling, and sales process
• Apply coaching and feedback to improve performance over time
• Help ensure smooth handoff and onboarding for newly closed accounts

Skills

• Experience in a sales, account executive, or business development role
• Strong communication and presentation skills
• Confidence running calls, handling objections, and moving deals forward
• Highly coachable and willing to follow established processes
• Organized and able to manage multiple opportunities at once
• Comfortable working independently in a remote environment
• Experience using CRM systems to track activity and pipeline
• Financial services, wealth management, lead generation, or consultative sales experience
• Startup experience

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