Account Executive (B2B)

At First Gen, our mission is to unlock capital to empower teams. We help business owners optimize their financial performance and reinvest in their people. We’re a fast-growing, purpose-driven B2B financial services company built on integrity, accountability, and a commitment to continuous growth. Every team member contributes directly to expanding both our clients’ success and our company’s vision. Our leadership team has a proven track record of success across multiple sectors of finance, and we are bringing that expertise into this venture.

The Role

We’re looking for a high performing Account Executive who thrives in a fast-paced, performance-driven environment. You’ll lead full-cycle B2B sales efforts—prospecting, consulting, and closing new accounts—while helping shape the culture and standards of our expanding sales team.
You won’t just sell—you’ll help business owners expand their possibilities & build meaningful relationships along the way.

Key Responsibilities

• Generate and close new B2B accounts through consultative, solution-based selling.
• Manage the full sales cycle: prospecting, discovery, pitching, negotiating, and onboarding.
• Consistently meet or exceed weekly, monthly, and quarterly sales goals.
• Build and maintain a robust sales pipeline using CRM tools and process discipline.
• Collaborate cross-functionally with Business Development, Customer Success, and Leadership.
• Lead with integrity, clarity, and professionalism in every client and team interaction.
• Serve as a performance model and cultural leader for the expanding sales team.

What You’ll Do

• Prospect & Consult: Engage warm leads and current clients through Zoom and phone consultations. Appointments will be booked to your calendar, but your own prospecting is required to supplement our appointments.

• Sell Strategically: Identify pain points, communicate financial solutions, and tailor offerings to client needs.

• Drive Revenue: Enroll multiple new accounts weekly while maintaining quality and compliance standards.

• Own Your Process: Track KPIs, manage your pipeline, and execute consistent follow-up with discipline.

• Collaborate: Work closely with peers, BDRs, and leadership to ensure seamless client transitions and retention.

• Learn & Grow: Participate in feedback sessions, call reviews, and skill development opportunities.

Pre-requisites

• 3+ years of B2B full-cycle sales experience, preferably in financial services or a related industry.
• Proven track record of exceeding sales quotas and revenue goals.
• Strong command of consultative selling, business acumen, and emotional intelligence.
• Proficiency with CRM systems, pipeline management, and structured follow-up routines.
• Excellent communication, presentation, and active listening skills.
• Self-motivated, disciplined, and adaptable in a fast-moving environment.

Who You Are

You are an A-Player—coachable, driven, and mission-aligned.
You thrive in ownership and are energized by competition and growth.

You embody First Gen’s core values:

• Ironclad Integrity: You do the right thing even when no one’s watching.
• 24-Carat Accountability: You take full ownership of outcomes and stay humble when corrected.
• Catalyst for Growth: You’re a constant learner with curiosity, discipline, and resilience.
• Wholehearted Connector: You put relationships before deals and build trust through authenticity.

You are not just looking for a sales job—you’re seeking a career path with purpose.

What Success Looks Like

Within 3 Months:

• Booking 2+ qualified appointments daily.
• Taking 7 qualified appointments daily
• Enrolling 2 new accounts weekly.
• Building baseline knowledge of services, compliance, and tax structure.

Within 6 Months:

• Consistently enrolling 3–5+ accounts weekly (200+ total employees onboarded).
• Fully owning every stage of the sales process from prospecting to go-live.

Within 12 Months:

• Managing a large book of business.
• Consistently exceeding KPIs and setting new revenue records.
• Recognized as a top performer and culture leader within the sales organization.

Why Join First Gen?

• Purpose-driven mission and values-led culture.
• Competitive compensation and performance incentives.
• Flexible, remote-first environment with autonomy and trust.
• Opportunity to be part of a fast-growing early-stage team with massive upward potential.
• Leadership that invests in your professional growth, personal goals, and career development.

Interview Process

We keep our process concise, candidate-friendly, and efficient:

Phone Screen – Intro conversation to align on experience and goals.

Hiring Manager Interview – Deeper discussion around skills, mindset, and culture fit.

Virtual Interview / Role Play Challenge – Record yourself selling your current offer while addressing common objections.

(Our typical process involves 3-4 touchpoints to ensure a smooth and timely candidate experience.)