Top 2328 Account executive Jobs in Plano

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
RollKall —Irving, TX
- Full-time
- Mid-level
- Office
- In-person
- Health savings account
- Paid holidays
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 - Hospice Sales
Agape Care Group —Mesquite, TX
- Full-time
- Mid-level
- Reliable transportation
- Associate's degree
- Health savings account
- Disability insurance
Account Executive - Outside Sales
Versacor Enterprises —Dallas, TX
- $85,000 - $105,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- Mid-level
- Profit sharing
- Paid holidays
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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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9d
Account Executive
Domus Search —Allen, TX
- Up to $95,000 a year
- Full-time
- Mid-level
- In-person
- Leadership
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4d
Sales Account Executive
PakEnergy, LLC —Frisco, TX
- Full-time
- Hybrid work
- Mid-level
- Ability to lift 50 pounds
- Business development
- 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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Sales, Account Manager - Diagnostic Imaging (North Dallas, TX)
Philips —Dallas, TX
- $206,250 - $250,000 a year
- Full-time
- 5 years
- Research
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Sales Account Executive
Pace Analytical Services —Allen, TX
- Full-time
- Remote
- English
- Mid-level
- Office
- Wellness program
- Health savings account
Account Executive (Remote)
iMatrix —Dallas, TX
- $98,000 - $175,000 a year
- Full-time
- Remote
- Bachelor of Science
- Analysis skills
- Bachelor's degree
- AD&D insurance
- Paid holidays
5d
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
Quick Apply
Account Executive
Gallagher —Plano, TX
- Full-time
- Hybrid work
- Mid-level
- 3 years
- High school diploma or GED
- Paid parental leave
- Health savings account
4d
Hunter Account Executive
North America —Frisco, TX
- $85,000 - $120,000 a year
- Remote
- Marketing
- Mid-level
- Travel
4d
Account Executive
DebtBlue LLC —Richardson, TX
- $60,000 - $110,000 a year
- Spanish
- English
- Mid-level
- Paid training
- Paid holidays
Quick Apply
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
Digital Account Executive
Microsoft —Dallas, TX
- $40.96 - $86.11 an hour
- Full-time
- Marketing
- Data analysis skills
- Research
13d
Healthcare Account Executive - Dallas
A Place for Mom —Plano, TX
- $80,000 - $115,000 a year
- Full-time
- Remote
- Skilled nursing facility
- Hospital
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Enterprise Account Executive
Okta —Dallas, TX
- $260,000 - $358,000 a year
- Remote
- Bachelor of Science
- Mid-level
- 3 years
- Health insurance
- Dental insurance

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account executive jobs near plano

Senior Account Executive (Financial Services)

Peak American Financial Companies, Inc. -
Plano, TX

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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

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