B2B Sales Account Executive

About the Opportunity

Our client is an industry leading high-end credit and identity protection service, and they are seeking a relationship-driven Account Executive to help grow their business through relationship driven consultative selling in the financial industry of Los Angeles.

This is a highly relationship-oriented sales role focused on building partnerships, generating new business, and closing opportunities through in-person relationship development. You will call on business managers, wealth advisors, banks, and other trusted professionals to drive referral relationships with their clients and build revenue growth.

Their clients are the high-net worth individuals that use the credit and identity service, so your sale is get them to sign their clients up for the service!

This is not a remote sales role, call-center environment, or high-volume transactional sales seat. We are looking for someone who is polished in person, disciplined in follow-up, and excited to build business through face-to-face interactions and trusted partnerships.

What You’ll Do

• Build and grow strategic referral relationships across Los Angeles
• Develop partnerships with business managers, wealth advisors, banks, and other trusted channels
• Manage the full sales cycle—from relationship development through close
• Conduct discovery meetings, presentations, and follow-up conversations
• Reactivate dormant relationships and expand partner activity
• Maintain a disciplined pipeline and CRM process (HubSpot)
• Represent the company professionally at meetings, lunches, dinners, and networking events

What Success Looks Like

This is a highly accountable, metrics-driven role with clear expectations, including:

• Strong in-person meeting schedule (18 meetings per week target)
• Consistent business development and partner outreach
• Disciplined CRM usage and pipeline management
• Relationship-first selling with strong follow-up habits
• Revenue generation and quota attainment

Ideal Background

Strong candidates may come from

• Face-to-face outside sales experience
• Strategic partnerships or relationship-based business development
• Consultative sales environments with real closing responsibility
• Financial or professional services sales experience
• Wealth management or advisor-facing environments
• Insurance, lending, mortgage, or premium B2B services are all good as well

What They’re Looking For

• Minimum 2 years of outside sales experience
• Strong in-person communication and relationship-building skills
• Experience managing a sales pipeline and closing business
• High level of organization and follow-through
• CRM experience (HubSpot or Salesforce preferred)
• Comfortable working fully in-person throughout Los Angeles
• Coachable, driven, and accountable

Why This Role Stands Out

• Full and complete training when you start
• You will offer a premium service with an effective result
• If you are smart and energetic, you will have success
• Relationship-driven selling vs. transactional cold calling
• In-person business development
• Performance upside with $120K OTE (on track earnings)
• Business-development budget for relationship building and client entertainment

Pay: $60,000.00 - $120,000.00 per year

Benefits

• Flexible schedule
• Health insurance
• Paid time off

Work Location: Hybrid remote in Los Angeles, CA 90067