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Account Executive – Plano, TX

Crawford Thomas Recruiting

This is a Full-time position in Plano, TX posted August 9, 2021.


Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients’ financial futures. As an Account Executive, you pick up the phone and engage with high-net-worth individuals who expressed interest in our materials. Using sales techniques, you’ll determine the investors’ goals, educate them on our services, and set a meeting with our outside sales team.

The Opportunity

The Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. You will report to your manager, who will sit in the pod with you and guide you in the sales process.

Based on a salary plus uncapped-commission pay structure, you have the comfort of some guaranteed income with the possibility that accompanies uncapped, performance-based commission.

Simply put: The harder you work, the more you earn.

The Day-to-Day

Communicate our value proposition to high-net worth investors to arrange meetings with regional sales partners. Control your career trajectory and increase firm growth while bettering the financial well-being of potential clients. Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy. Our marketing team will provide you with warm leads, which means no cold calling!

Your Qualifications

No prior sales experience or industry knowledge needed. Drive results: You have experienced personal and professional success. Instill Trust: You understand how to earn the trust of others, and look out for others’ best interests. Communication: You are engaging and can connect with a wide array of audiences. Persuade: You use compelling arguments to gain the support and commitment of others. Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement.

Why Us

We work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it’s the people that make our purpose possible. And we invest in them by offering exceptional benefits like:
100% coverage of premiums for health, vision and dental insurance A 50% 401(k) match, up to the IRS maximum 20 days of PTO*, plus 9 paid holidays 8 weeks paid Primary Caregiver Parental Leave Back-up Child Care Program available, offering up to 10 days annually A cumulative learning and development framework customized for every employee An award-winning work environment – we’re Great Place to Work Certified, and Top Workplace winners from The Oregonian
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success here motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

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