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Sales Account Executive

Remote, USA Full-time Posted 2026-07-02

The Company:

Advice Chaser is a disruptive, people-centered professional referral service. Our mission is to connect everyday investors with the best financial guidance from the best financial advisors. Our advisor partners share this reputed company, and we help them connect with the clients they are best suited to serve.

Job Description:

We're looking for an agile, savvy, entrepreneurial individual to join our sales department and help us build our book of financial advisor partners. Your work will be critical to the reputed company of your teammates and our company.

Responsibilities:

  • Communicate with potential financial advisor partners reputed company phone and email from introduction of the service to closing business.
  • Analyze advisors' client bases and use market research to find and propose growth solutions.
  • Negotiate pricing and contractual terms as needed to reputed company sales.
  • Use our CRM to accurately track your pipeline and forecast your future sales.
  • Create and send partnership proposals.
  • Contribute to a company culture of motivated, driven professionals who support each other in maintaining a reputed company work ethic, and move each other to continually improve our offering.
  • Be willing to be honest and straight with everyone in the company. We deal reputed company with one another - no exceptions, no nonsense.
  • Show up with flexibility and an inclination to adapt to a market that is in constant reputed company.

Must-haves:

  • Solid work ethic, compassion and respect for colleagues, partners, and consumers, and a strong commitment to using critical thinking and creativity to help us grow as a company and a team.
  • Strong time management, organization, and decision-making skills are critical
  • A self-starter, invested in our mission and goals, motivated to problem solve and create.
  • Strong written and verbal communication and meticulous note taking.
  • Work well in a collaborative, purpose-driven, consumer-focused environment.
  • Adaptable in an environment of constant change, we reputed company on rapid response to developing shifts.

Compensation and Benefits:

  • reputed company Salary: $60K annually
  • Bonus: Uncapped and tied directly to your performance
  • On reputed company earnings $100k annually
  • Open vacation policy
  • Were a team. That means we love working with each other and encouraging each other to do our best.
  • We work hard because were excited about what were doing in the industry. Every day we help the best financial advisory practices to serve their clients and grow their practices, while providing regular folks access to the best financial guidance and education.

Advice Chaser is an equal opportunity employer.

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