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Account Executive

Posted on Feb. 11, 2025

  • Boca Raton, United States of America
  • 60000.0 - 120000.0 USD (yearly)
  • Full Time

Account Executive

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NewtekOne®, Your Business Solutions Company®, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business ("SMB") market. Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk.

Newtek's and its subsidiaries' business and financial solutions include: banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions.

NewtekOne is looking for an Account Executive.

In this role, the Account Executive will be the first point of contact for prospective customers and will be integral in helping to positively shape our customer experience. You will be responsible for making a high volume of customer telephone inquiries to promote the features & benefits of our products & services.

Responsibilities Include

  • Making outbound calls from generated leads.
  • Engaging with prospective customers regarding Newtek's full suite of products/services
  • Passionate about delivering a great customer experience.
  • Providing a positive and informative customer experience.
  • Use internal tools to document all customer touch points and communications.
  • Ability to build rapport with customers.
  • Contribute to the achievement of team goals and outcomes.
  • Participate in regular training and development meetings as required.

Qualifications

  • 2+ years of Telephone Sales, Customer Service, or other customer facing experience.
  • Familiarity with Customer Relationship Management (CRM) software and best practices (experience with Salesforce a plus).
  • Excellent listening and communication skills.
  • Must have a positive, can-do attitude
  • Must possess a sense of urgency and ownership when dealing with clients and prospects of Newtek
  • Ability to make 150+ calls per day
  • Excellent time management, planning, and organization skills
  • Ability to work independently as well as in a team.
  • Strong work ethic
  • Excellent Sales, negotiation, and persuasive skills
  • Strong Data entry skills with accuracy and ability to navigate among multiple systems
  • Proficient in Windows based computer applications (Microsoft Office, Excel, Word, PowerPoint, and Outlook) and internal systems such as NewTracker, Teams, etc..

Salary Range: $45,000 to $60,000 per year plus performance based quarterly bonuses.

NewtekOne is an Equal Opportunity Employer; M/F/D/V. We require all of our employees to perform work in an ethical manner and uphold our Code of Business Conduct and Ethics at all times.

Job Type: Full-time

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

Benefits:

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

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Bonus opportunities
  • Performance bonus
  • Quarterly bonus

Ability to Commute:

  • Boca Raton, FL 33431 (Required)

Ability to Relocate:

  • Boca Raton, FL 33431: Relocate before starting work (Required)

Work Location: In person


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