[Remote] Account Executive

Remote Full-time
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.ResponsibilitiesRun discovery and demo calls with prospective advisor partnersManage prospects through the sales cycle from initial conversation to closeFollow up consistently with inbound and outbound opportunitiesMaintain accurate notes, activity tracking, and pipeline updates in the CRMCommunicate clearly and professionally with prospects throughout the sales processCollaborate with leadership to refine messaging, objection handling, and sales processApply coaching and feedback to improve performance over timeHelp ensure smooth handoff and onboarding for newly closed accountsSkillsExperience in a sales, account executive, or business development roleStrong communication and presentation skillsConfidence running calls, handling objections, and moving deals forwardHighly coachable and willing to follow established processesOrganized and able to manage multiple opportunities at onceComfortable working independently in a remote environmentExperience using CRM systems to track activity and pipelineFinancial services, wealth management, lead generation, or consultative sales experienceStartup experienceCompany OverviewAt Kingsley Wealth Partners, we believe wealth is more than numbers on a balance sheet β€” it’s about building a legacy of security, freedom, and care. It was founded in undefined, and is headquartered in , with a workforce of 2-10 employees. Its website is https://kingsleywealthpartners.com/.

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