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Account Executive, Advisors - Remote

Posted 7 hours ago
Sales / Business
Full Time
USA
$115,000 - $135,000/year

Overview

Join Trust & Will as an Account Executive, where you will help scale our financial advisor offerings to major advisory firms nationwide.

In Short

  • Identify and engage top mid-market firms.
  • Lead outbound efforts to generate high-value opportunities.
  • Own the full sales cycle from initial contact to contract.
  • Utilize a consultative approach to uncover client needs.
  • Meet and exceed revenue targets.
  • Deliver impactful product demos.
  • Mentor junior Account Executives.
  • Collaborate with cross-functional teams.
  • Participate in company events with some travel required.

Requirements

  • 3–8 years of SaaS sales experience.
  • Proven outbound prospecting experience.
  • Ability to navigate complex deal cycles.
  • Consultative sales expertise.
  • Experience with CRM and pipeline management.
  • Strong communication skills.
  • Self-starter mentality.
  • Team-oriented approach.
  • Experience in regulated industries is a plus.

Benefits

  • Competitive salary plus equity.
  • Flexible PTO and generous holidays.
  • Comprehensive health benefits.
  • Work from home stipend.
  • Family-friendly work environment.
  • Professional development opportunities.

T.W

Trust & Will

Trust & Will, founded in 2017, is the leading digital estate planning platform that has gained the trust of over one million users. The company offers modern and accessible solutions for families to protect their legacies through attorney-approved, legally valid documents tailored to individual state requirements. With a seamless online platform, Trust & Will simplifies the estate planning and settlement process, empowering individuals to create wills and trusts. The company collaborates with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable. As a certified B Corporation, Trust & Will is committed to using business as a force for good, fostering a healthy and sustainable work environment, and prioritizing diversity and inclusion within the industry.

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