Jr. Account Executive (Remote U.S.)

We’re on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We’re backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution’s Rise of the Rest, Halogen Ventures, and more.

If you would like to join us, we are looking for a Jr. Account Executive that will help us continue to scale our financial advisor offering to some of the largest advisory firms nationwide.

About You:

As a Jr. Account Executive, you have experience in a consultative sales environment and are looking for your next opportunity at a fast growing company. Over the last four years, we’ve grown our advisor distribution network to over 11,000 financial advisors nationwide and this role will help accelerate our growth in the advisory market.

You’ll be responsible for driving new business opportunities to Trust & Will by prospecting, scheduling demos, and onboarding new firms and advisors to our platform. This role will be heavy demo based, where we expect you to have high standards for your presentation skills, deep curiosity, and an immaculate follow up system with your prospects and clients.

A successful Jr. Account Executive is able to think outside the box and close business. You are always looking at ways to strategically position Trust & Will to help reach more financial advisors. Individually, you are competitive and have a successful track record in sales. You strongly believe in building a strong system and habits that enable you to excel in your role. Within the advisor team, we will empower you to grow quickly and move with autonomy. We expect you to hold yourself accountable and have a winning mentality.

About the Role:

• Identifying leads of companies to prospect and build into funnel
• Partnering with leadership team to execute on outbound sales strategy
• Deliver high quality demos and bring a consultative approach to prospective buyers
• Execute successful partner rollouts of new business that you bring in
• Demonstrate the value of our offering through calls, Zoom demos, emails and other mediums
• Manage full sales cycle including contract negotiations and rollout plan
• Meet and exceed quarterly and annual quotas
• Collaborate cross-functionally with internal business partners including leadership, member success, product, and marketing
• Partner with sales team to bring a ‘team first’ approach to push our values and mission forward
  
  

Qualifications:

• 3-5 years in consultative sales experience
• Proven track record of being a top performer and exceeding sales quota
• Excellent presentation skills and consultative sales approach
• A deep understanding of high quality and clear communication with internal and external stakeholders
• Positively represent our company and brand
  
  

Bonus Points for:

• Experience working in a tech company and/or high-growth startup within the Wealth Tech space
• Experience using HubSpot
  
  

Employee Benefits & Perks:

• Compensation: Salary + Equity: Our base salary for this position is $75,000, plus commission, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below.
  
  

PTO

• Unlimited time off that you are encouraged to use
• Quarterly company-wide breaks (think Winter, Spring, Summer, and Fall break)
• Monthly friends & family days4 days/year to volunteer in your community
  
  

Health And Wellness Benefits

• Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave
• Financial wellness benefits (Equity & tax advisory support, savings options, and employee-sponsored 401k)
• Guest speakers & reimbursement for learning opportunities
  
  

Extra

• Flexible work schedule + hours
• Family-friendly work environment. We support the complexity of a remote world with the needs of families
• Optional company-sponsored events and travel throughout the year
• $500 Work from home stipend + mac & Apple accessories
  
  

About Trust & Will:

We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you’d like but not required.

We have a commitment to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. In addition to our annual impact report we publish, we are also in the process of becoming a B-Corp so we can continue to contribute positively to the world we live in and set an example for all employers.

Trust & Will’s mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity in order to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members’ shoes.