Account Executive

About the Company

Flourish helps financial advisors evolve from holistic advice to holistic implementation. We focus on independent Registered Investment Advisors (RIAs), delivering financial products through scalable and easy-to-use technology. We are an independently-operating, wholly-owned subsidiary of MassMutual Life Insurance Company.

Responsibilities

• Own and manage client relationships from end-to-end, from sourcing to client activation and adoption
• Interact with key clients to understand and resolve complex platform issues
• Partner with the relationship management team to develop coverage strategies
• Identify and originate new business opportunities through independent efforts or marketing partnerships
• Manage the sales pipeline using CRM and partner with the data team on reporting tools
• Collaborate on the development of product and functional strategy
• Travel for sales pitches and conferences (50-75% travel)
• Stay current on financial industry and wealth management trends

Requirements

• Bachelor's degree or equivalent experience
• 4+ years of related experience
• Series 7 license or willingness to obtain within 90 days
• Ability to pass a FINRA fingerprint background check

Preferred Qualifications

• Experience in financial or fintech sales
• Experience selling to wealth managers or working at a wealth management firm
• Experience working with RIAs
• Experience working in fast-moving teams with minimal guidance
• Strong problem-solving and independent thinking skills