What does it take to be a successful account executive working in the financial industry?

What does it take to be a successful account executive working in the financial industry?
2018-07-26T18:26:37Z 1
2018-07-26T18:26:37Z

Former Account Executive at Fisher Investments

over 2 years ago
To succeed as an account executive you need two important skills - persuasion and organization. You must have the ability to ask the right questions in order to extract information and then be able to communicate to the prospect the benefit's of your platform over their current platform. You'll also need to stay to organized and create a way to keep track of all your prospects, hot leads, cold leads, and follow ups etc. Staying organized will help in developing goals and will make closing a high number of deals more possible.
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