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About the Role

We are seeking a driven and customer-focused Account Executive to join our growing team. You will manage inbound leads, convert new users into high-value accounts, and own the full sales cycle from outreach to close. This role is perfect for someone who excels in a fast-paced closing environment and has a passion for fintech, wealth management, and client wealth-building strategies.

Responsibilities

• Manage a full pipeline from first touch to closed account
• Host 4-8 product demos per day and run effective follow-ups
• Conduct portfolio analyses to help prospects see the financial impact of direct indexing
• Track performance metrics, refine processes, and contribute to continuous improvement of the growth team
• Collaborate closely with Customer Success, Brokerage Operations, and the rest of the Frec team to support full funnel continuity, upsell, retention, and a healthy product feedback loop

Requirements

• 3+ years of experience in a full cycle closing role with a track record of exceeding targets
• At least 1+ year selling a high consideration product directly to consumers
• High EQ and the ability to build trust and establish credibility quickly
• Self starter comfortable operating with autonomy while always looking for ways to improve efficiency and customer experience
• Series 65, 66 or similar designation strongly preferred
• Experience at an early stage direct to consumer start up
• Genuine interest in fintech, investing, and tax-efficient wealth strategies

Experience Level

• 3+ years of experience in a full cycle closing role
• 1+ year selling a high consideration product directly to consumers

Salary/Compensations

• Competitive OTE with opportunities for over performance

Benefits

• Equity package
• Fully paid health and dental insurance
• 401k
• Monthly allowance to help with maintaining a healthy body and mind (fitness & mental health)
• Flexible PTO policy
• Friendly office environment with catered lunch everyday

About the Company

• Our mission is to help create enduring wealth by building tax-aware investment tools once reserved for the ultra-wealthy, empowering investors to hold onto more of what they earn.
• Frec has experienced exponential growth, with 50% QoQ growth and over $1B+ in customer assets.
• We raised our Series A with Greylock Partners and have an impressive list of other funds and angel investors backing our company.
• Join a fast-growing team with high potential.