Join Pontera as a Growth Account Executive to drive advisor adoption of our fintech platform and enhance retirement savings strategies.
Posted by employer 2 days ago
First seen on Joblaze 2 days ago
Last verified on the company career page 12 hours ago
What you'll build
Must have
Nice to have
Requirements
Not disclosed in this posting: visa sponsorship.
Benefits
Joblaze summary
The Growth Account Executive at Pontera focuses on accelerating the onboarding process for new financial advisors, guiding them to achieve their first five clients on the platform. This role requires a strong background in consultative sales, with an emphasis on using advanced methodologies like Challenger and SPIN selling to create urgency and drive adoption. Ideal candidates will have at least three years of experience in sales or business development, particularly within the financial services sector. Pontera's fast-growing team values a proactive mindset and a commitment to delivering exceptional service.
Joblaze insights
Quick facts
From the original posting
Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.
Pontera is seeking an exceptional Growth Account Executive to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets.
This role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform.
The primary mission of the role is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered advisors into active, ramped users within their first 90-120 days.
Standard company text repeated across Pontera's postings is omitted here.