Account Executive

JOB SUMMARY
Creative Planning is a top tier wealth management firm that provides investment
management services and full comprehensive financial planning in-house.
The primary responsibility of the Account Executive is to drive client acquisition by
qualifying leads and setting appointments for Wealth Managers. Ideal candidates possess
strong sales acumen, excellent communication skills, and a passion for finance. This
position offers substantial growth potential for recent graduates, career changers, or
experienced sales professionals looking to make an impact in the financial services
industry.

JOB DUTIES:
• Manage a high volume of outbound calls to qualify leads and set appointments
with potential clients
• Conduct initial screening of prospects to determine their suitability for Creative
Planning’s services
• Schedule meetings between qualified prospects and Wealth Managers
• Maintain a persistent and professional follow-up process until a definitive outcome
is reached
• Accurately record all prospect interactions in our customer relationship
management (CRM) system
• Achieve and exceed monthly targets for leads qualified, meetings set, and
meetings held
• Collaborate with the sales team to refine and improve lead qualification processes
• Participate in ongoing training to enhance product knowledge and sales skills

REQUIRED EXPERIENCE/QUALIFICATIONS:
• Bachelor’s degree
• Strong interest in finance, sales, or the wealth management industry
• Excellent verbal communication skills with a confident phone presence
• Resilient and persistent attitude, comfortable with handling objections
• Self-motivated with a drive to meet and exceed performance targets

PREFERRED EXPERIENCE/QUALIFICATIONS:
• Basic understanding of financial concepts
• Knowledge of financial markets and investment products
• Previous internship or part-time experience in a sales-related role
• Experience with customer relationship management (CRM) software

TECHNICAL SKILLS:
• Proficiency in Microsoft Office suite, particularly Excel
• Ability to learn and adapt to new software systems quickly