THE JOB
As an Jr. Account Executive at Signal Advisors, you will be a key driver of our growth, responsible for expanding our independent Financial Advisor base. You are a creative, self-motivated sales professional who excels at running strategic sales processes. You know how to sell innovation and change by focusing on the customer’s vision and guiding deals forward to a decision.
This role requires a hunter mentality to drive new client acquisition and the ability to maintain a customer-first mindset with a focus on delivering business value. You will embody our value of urgency by proactively engaging with high-potential leads.
WHAT YOU’LL GET TO DO
- Be responsible for driving full-cycle outbound sales activity, including cold calls, email cadences, delivering marketing materials, and conducting compelling demo meetings.
- Achieve quarterly sales goals by onboarding new independent financial advisors to Signal Advisors.
- Master the ability to evangelize the Signal Advisors story and value proposition to a professional, complex audience.
- Maintain clear Salesforce hygiene including prospect data, forecasts, and detailed account notes.
- Lead with a customer-first mindset and focus on achieving business value for the advisor.
- Collaborate with cross-functional teams (e.g., Marketing, Product, Success) to ensure a seamless prospect-to-client experience and to provide market feedback.
WHAT WE’RE LOOKING FOR IN TEAM MEMBERS
- A self-starter with a hunter mentality who operates with a clear focus on achieving and exceeding quarterly sales quotas. You possess the internal drive and sense of urgency to proactively drive deals forward.
- A results-driven achiever who consistently meets or exceeds sales targets.
- Someone with a sense of urgency who uses best judgment to act urgently on the right things at the right time.
- A team member who is obsessed with finding a better way for sales processes and is always looking to elevate their performance.
- An individual who embraces a mentality of "We are the 'they'" and is empowered to find solutions and be proactive, rather than shift blame.
- You thrive on the challenge of winning new business and view complex sales cycles as an opportunity to persevere. You demonstrate resilience and determination when facing objections or setbacks.
WHAT YOU HAVE
- Strong written and verbal communication skills with the ability to articulate complex concepts clearly and simply.
- The ability to quickly learn new technologies and value propositions.
- You are comfortable in a dynamic, customer-facing environment and thrive on the challenge of closing deals.
- You can sell innovation and change and can quickly pivot your strategy based on market feedback or shifting priorities.
- You are meticulous in maintaining accurate and clear details and keeping records and communications organized..
NICE TO HAVE:
- Experience in the financial services industry; IMO or independent financial advisor specific is a plus.
- Previous cold calling and outbound prospecting experience.
WHAT WE VALUE @ SIGNAL
These are the values that drive how we operate and make decisions.
🌔 We’re obsessed with finding a better way. Never settle for less.
🏃 We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
👀 We raise our level of awareness. Everything starts with awareness. We’re curious and alert to what is happening around us.
🏈 We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.
🧭 We do the right thing. Sticking to the highest standard of integrity is not optional.
💪 We have strong opinions, loosely held. It’s not about WHO is right, it’s about WHAT is right.
❓ Simplicity is Genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple.
🙏 Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.
🪞 We are the "they". There is no "they". We are empowered to fix things, to be proactive, to find a solution.
🚀 We launch big ideas and then obsess over feedback to learn how we can make it even better.
COMPENSATION & BENEFITS
The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.
In addition to salary, our team members benefits include:
- Medical, vision, and dental coverage
- FSA or HSA-eligible health plans
- 3% 401k company contribution with no vesting period
- Paid parental leave for all parents
- Learning & Development stipend
- Wellness Programs
- Flexible vacation policy
- Dedicated sick days
- 10 company-wide holidays
- $500 for your home office setup
- Flexible, hybrid working environment
- Annual all-company retreat
- Competitive equity package based on on role and level
Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, if you have interest in the role. So think of our job postings as just the start of the conversation. Take the leap — you might just be the perfect person for one of our open roles, even if you don’t fully match every requirement on the job description.
Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 130+ team members dispersed across the country.
We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions.
Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal!