[Remote] Sales & Partnerships Executive

Note: The job is a remote job and is open to candidates in USA. Indigo Marketing Agency is hiring a Sales & Partnerships Executive to generate and close new business for its digital marketing services to independent financial advisors and RIAs. The role owns outbound pipeline development, consultative sales, referral and channel partnerships, conference-based business development, and sales reporting.

Responsibilities

• Create qualified opportunities through cold calling, personalized email, LinkedIn, networking, referrals, and creative outbound campaigns
• Research and pursue independent RIAs and hybrid RIAs that fit Indigo’s ideal client profile
• Identify decision-makers, uncover business needs, and start conversations with firms that are not yet actively shopping for an agency
• Build and maintain a healthy pipeline instead of relying exclusively on company-generated leads
• Follow up persistently and professionally until a prospect makes a clear decision
• Lead discovery and strategy calls with founders, managing partners, COOs, and marketing leaders
• Diagnose gaps in a prospect’s positioning, website, lead generation, SEO, and AI visibility
• Clearly communicate Indigo’s value: our compliance-friendly process, custom work, full-service model, and AEO expertise
• Prepare recommendations, proposals, and service quotes based on each prospect’s goals
• Handle objections around ROI, compliance, cost, timing, and previous disappointing marketing experiences
• Move qualified opportunities from first conversation through signed agreement and payment
• Coordinate a clean handoff to Indigo’s account-management and delivery teams
• Identify and cultivate relationships with custodians, broker-dealers, consultants, coaches, technology providers, associations, and other organizations serving financial advisors
• Develop referral, webinar, event, and co-marketing opportunities that produce repeatable qualified pipeline
• Maintain partner relationships and turn introductions into measurable opportunities
• Represent Indigo as a valuable industry partner—not simply another vendor asking for referrals
• Attend selected financial-services and advisor-industry conferences
• Work the room proactively: initiate conversations, qualify prospects, build relationships, and secure next steps
• Help prepare conference outreach, target-account lists, meeting schedules, and follow-up campaigns
• Follow up quickly after events and convert conversations into sales opportunities
• Travel as needed for high-value conferences, partner meetings, and industry events
• Keep HubSpot accurate and current, including activity, notes, deal stage, next step, and expected close date
• Report weekly on outreach, conversations, meetings, pipeline, proposals, wins, losses, and partner activity
• Maintain disciplined follow-up and pipeline hygiene
• Use performance data to improve messaging, targeting, and conversion

Skills

• A true salesperson who enjoys creating pipeline from scratch
• Competitive, energetic, persistent, and highly accountable
• Comfortable making cold calls and starting conversations with senior decision-makers
• Equally strong on Zoom, by phone, on LinkedIn, and face-to-face at a conference
• Able to build trust without sounding scripted, aggressive, or transactional
• Skilled at consultative selling and diagnosing the real business problem before presenting a solution
• Organized enough to manage a long, multi-touch sales cycle without losing opportunities
• Comfortable owning a quota and being measured by results
• Curious, coachable, emotionally intelligent, and resilient after rejection
• A strong written and verbal communicator
• Willing and able to travel to selected conferences
• Experience selling marketing, consulting, SaaS, professional services, or another high-trust solution
• Experience selling to financial advisors, RIAs, wealth-management firms, or other financial-services organizations
• An existing network within the advisor ecosystem
• A track record of building outbound pipeline and closing recurring-revenue engagements
• Experience developing referral or channel partnerships
• Experience generating business from conferences and industry events
• Familiarity with HubSpot or a comparable CRM

Benefits

• Recurring engagements: 6% of collected gross revenue from the initial month or setup fee; 5% of collected gross revenue for the following five months.
• One-time projects: 6% of collected gross revenue.
• Monthly performance bonuses: $1,000 for $30,000 in new collected revenue; $2,000 for $40,000; $3,000 for $50,000.
• Uncapped commission upside.
• Company-approved business travel and conference expenses reimbursed under Indigo policy.

Company Overview