Account Executive

Company Description Obsidian Financial Services, Inc. is a growing financial services organization focused on providing accessible, client-centered solutions in areas such as lending, financial planning, and related advisory services. The company is committed to building long-term relationships through transparent practices, responsible lending, and personalized support. Team members collaborate to deliver consistent, high-quality service while upholding strong ethical and regulatory standards. Obsidian Financial Services, Inc. values professional development, results-driven performance, and a supportive workplace culture where individuals can grow their careers.Role Description The Account Executive is a full-time, on-site role based in Melbourne, FL. This role is responsible for managing and growing a portfolio of clients, building relationships with prospective customers, and guiding them through the company’s financial products and services. Day-to-day tasks include prospecting new business, conducting client consultations, preparing and presenting proposals, and following up to ensure a smooth onboarding experience. The Account Executive will collaborate with internal teams to address client needs, maintain accurate records in CRM systems, and meet or exceed sales and service targets. This position also involves staying informed about industry trends, compliance requirements, and company offerings to provide informed recommendations to clients.Qualifications Demonstrated ability in client relationship management, including prospecting, consultative selling, and account growth.Strong communication and interpersonal skills, with the ability to explain financial products clearly and build trust with diverse clients.Solid organizational and time-management skills, including experience using CRM or similar tools to manage pipelines and follow-ups.Comfort with basic financial concepts and the ability to learn company products, industry regulations, and process workflows.Proven track record of meeting performance goals or sales targets in a customer-facing or business development role.Ability to work on-site in Melbourne, FL, collaborate with team members, and adapt to a fast-paced, goal-oriented environment.High school diploma or equivalent required; associate or bachelor’s degree in Business, Finance, or a related field is preferred.Prior experience in financial services, lending, banking, or mortgage-related roles is beneficial but not required.