About: RockFi is a modern family office that pairs former private bankers with proprietary technology to deliver tailored wealth management. As a Sales Executive, you will recruit top-performing private bankers in your region to leave salaried roles and join RockFi’s independent network.
Missions
- Identify and target the best-performing salaried private bankers in your region, and build a qualified lead base.
- Run structured outbound prospecting through LinkedIn, your network and calls, with a rigorous CRM cadence, and qualify motivation, book portability and contractual constraints.
- Pitch the independent business model, handle career-risk objections and negotiate joining terms and transition timing.
- Lead field activity in your region, including afterworks and regional wealth-management events.
- Nurture a multi-month pipeline to closing and support regulatory transitions with the Partner Success team.
- Lead closings, drawing on the Team Lead and CEO at the decisive moment.
Profile
- Experienced B2B salesperson on long, demanding sales cycles, ideally in finance or fintech.
- Natural presence and ease with senior bankers, building trust quickly.
- Fine sense of nuance, reading what lies behind an objection or a hesitation.
- Rigorous, structured and data-driven way of working.
- At ease with the codes of the wealth-management world.
- Based in Paris and willing to travel to your region weekly or fortnightly.
