Top 3128 Account executive Jobs in 75230

Senior Account Executive (Financial Services)
Peak American Financial Companies, Inc. —Plano, TX
- $60,000 - $140,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Account Executive - North Texas & Oklahoma
Lightspeed Technologies Inc —Dallas, TX
- Full-time
- Clean driving record
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
Account Executive
RollKall —Irving, TX
- Full-time
- Mid-level
- Office
- In-person
- Health savings account
- Paid holidays
Quick Apply
Account Executive
Robbins Recruiting Solutions —Dallas, TX
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health insurance
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10d
Medical Sales Account Executive - Hospice Services
CPR Inc —Dallas-Fort Worth, TX
- $90,000 - $100,000 a year
- Full-time
- Mid-level
- 3 years
- Driver's License
- Health insurance
- Dental insurance
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Account Executive
Inceed —Dallas, TX
- $80,000 - $120,000 a year
- Mid-level
- Office
- Communication skills
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Jr. Account Executive
Nowcom Corporation —Dallas-Fort Worth, TX
- $65,000 - $80,000 a year
- Full-time
- Remote
- Background check
- Spanish
- 11+ years
- Paid training
- Paid holidays
Account Executive
Expedient —Dallas, TX
- $90,000 - $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Business development
- Bachelor's degree
- Disability insurance
- Health insurance
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Digital Account Executive
Microsoft —Dallas, TX
- $40.96 - $86.11 an hour
- Full-time
- Marketing
- Data analysis skills
- Research
13d
Enterprise Account Executive
Okta —Dallas, TX
- $260,000 - $358,000 a year
- Remote
- Bachelor of Science
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Account Executive
Texas Sports Academy —Dallas, TX
- $150,000 - $200,000 a year
- Full-time
- Remote
- Mid-level
- 3 years
- Business development
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Account Executive, Assisted Sell - Dallas
l'Oréal —Dallas, TX
- $82,000 - $116,800 a year
- Full-time
- Hybrid work
- Microsoft Word
- Merchandising
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Mid Market Account Executive
Harvey —Dallas, TX
- $240,000 a year
- Full-time
- Hybrid work
- Mid-level
- Contracts
- Health insurance
- Dental insurance
Account Executive
Convergint Technologies LLC —Carrollton, TX
- Full-time
- Hybrid work
- Mid-level
- Trade school
- Experience equivalent to degree accepted
- Wellness program
- Paid parental leave
12h
Account Executive
Weaver Technologies —Dallas, TX
- $90,000 - $150,000 a year
- Full-time
- Hybrid work
- 3 years
- Travel
- Senior level
- Paid training
- Relocation assistance
Quick Apply
7d
Account Executive
iHeartMedia, Inc. —Dallas, TX
- Online Application
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
BrainWatch Account Executive - Texas
Natus Neuro —Dallas, TX
- $75,000 - $200,000 a year
- Full-time
- Hospital
- Customer service
- Mid-level
- Paid holidays
- Health insurance
7d
Account Executive
Traffic and Parking Control Co —Dallas, TX
- $100,000 - $120,000 a year
- Full-time
- Remote
- Microsoft Excel
- Driver's License
- Travel
- Paid parental leave
- Paid holidays
Quick Apply
7d
Account Executive, Texas
LVMH Fragrance Brands —Dallas, TX
- $85,000 - $110,000 a year
- Full-time
- Merchandising
- Mid-level
- Office
Quick Apply
Account Executive (Remote)
Process Street —Dallas, TX
- Call employer
- Remote
- Mid-level
- 3 years
Quick Apply

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account executive jobs near 75230

Senior Account Executive (Financial Services)

Peak American Financial Companies, Inc. -
Plano, TX

Quick Apply

Job Details

Full-time
$60,000 - $140,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Opportunities for advancement
Life insurance

Qualifications

Customer communication
Financial sales
Sales needs analysis
Client rapport building
Client database systems
Sales management systems proficiency
CRM system proficiency
Series 65
Customer acquisition

Full Job Description

Senior Account Executive (Financial Services)

About the Role

Peak American is seeking a highly motivated Senior Account Executive to serve as a critical part of our client acquisition and advisor development pipeline. This is a unique opportunity for experienced financial services professionals who want a clear path to becoming a Financial Advisor.Unlike traditional sales roles focused primarily on outbound prospecting, the majority of your time will be spent speaking with individuals who have already expressed interest in our services and scheduled meetings with our team. Your role is to conduct brief qualification conversations, understand each prospective client's situation, and ensure they are routed to the appropriate Financial Advisor for a productive consultation.In addition, you will have access to thousands of prospective client records and opportunities to proactively generate additional appointments for our advisory team.

Key Responsibilities

Conduct qualification calls with prospective clients who have already scheduled appointments
Evaluate client fit, financial complexity, and service needs
Route qualified prospects to the appropriate Financial Advisor based on client profile and needs
Confirm appointment readiness and improve advisor meeting quality
Identify opportunities to schedule additional consultations from existing prospect databases
Maintain accurate client notes and records within CRM systems
Collaborate closely with Financial Advisors to maximize client conversion rates
Consistently achieve appointment-setting and qualification KPIs
Deliver a professional, consultative client experience throughout the discovery process
Help drive firm growth through efficient lead management and client engagement

Compensation

Base Salary: $60,000 annually (guaranteed and does not decrease)
Bonus paid for every qualified appointment that is set and held
Additional bonus paid for appointments that convert into clients
Strong earning potential tied directly to performance and client outcomes

Career PathThis role is intentionally designed as a feeder system into our Financial Advisor career track.Successful Account Executives who consistently achieve performance metrics and demonstrate advisory aptitude will have the opportunity to advance into:

Financial Advisor
Senior Financial Advisor
Senior Wealth Manager

This position offers a clear and structured path toward a long-term advisory career within a growing wealth management organization.

Qualifications

2+ years of experience as:
Account Executive within financial services
Internal Wholesaler
Financial Advisor
Related financial sales or client-facing role
Active Series 65 license required
Strong consultative communication and discovery skills
Ability to quickly assess client needs and qualification criteria
Experience working with CRM systems and managing prospect pipelines
Self-motivated, organized, and goal-oriented
Desire to build a long-term career as a Financial Advisor

Ideal Candidate

Enjoys client conversations and relationship building
Thrives in a fast-paced, KPI-driven environment
Wants a defined path into wealth management and financial planning
Comfortable balancing inbound qualification calls with proactive appointment generation
Excited to contribute to a high-growth advisory firm

Pay: $60,000.00 - $140,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off

Application Question(s):

Do you have a Series 65 or Series 66 License (Required)?

Work Location: In person

Quick Apply

Refine Your Search

account executive jobs in 75230

Senior Account Executive (Financial Services)

Account Executive - North Texas & Oklahoma

Account Executive

Account Executive

Medical Sales Account Executive - Hospice Services

Account Executive

Jr. Account Executive

Account Executive

Digital Account Executive

Enterprise Account Executive

Account Executive

Account Executive, Assisted Sell - Dallas

Mid Market Account Executive

Account Executive

Account Executive

Account Executive

BrainWatch Account Executive - Texas

Account Executive

Account Executive, Texas

Account Executive (Remote)

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