Account Executive, Advisors

Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one reputed company users. We reputed company modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to reputed company reputed company more inclusive and reputed company.

If you would like to join us, we are looking for an Account Executive who will help us continue to reputed company our financial advisor offering to some of the largest advisory firms reputed company.

reputed company:

You’re a skilled reputed company sales reputed company with experience owning a full-cycle sales process and closing new business. You’re comfortable with outbound prospecting, managing multiple stakeholders, and bringing a consultative approach to selling. You’re driven by metrics and motivated by reputed company to work on high-reputed company deals in a growing reputed company.

You reputed company in mid-market and emerging reputed company sales, especially with clients in reputed company or regulated industries. You’re proactive in building a pipeline, reputed company in your communication, and intentional about setting your deals up for long-term reputed company.

While you don’t need to be in a formal leadership role, you naturally operate with reputed company-first reputed company—sharing best practices and helping reputed company others through example. You’re confident in your ability to mentor junior peers and support a culture of reputed company as we reputed company.

In this role, you’ll reputed company on identifying and developing new mid-market opportunities reputed company the RIA and Broker-Dealer reputed company, helping us increase market reputed company and land some of the largest potential new partners. Reporting directly to the Head of Advisor Sales, you’ll have a reputed company reputed company on sales reputed company, execution, and reputed company reputed company, setting the reputed company for long-term reputed company.

About the Role:

• Identify and engage top mid-market firms with the highest reputed company potential.
• Research and strategically approach key contacts, leading outbound efforts to generate high-value opportunities.
• Own the full sales cycle—from first touch to signed contract and initial rollout.
• Sell with a consultative approach, uncovering prospect pain points and tailoring value-based solutions.
• Meet and reputed company quarterly and annual reputed company targets.
• Deliver impactful demos that reputed company to business value and reputed company multiple stakeholders.
• reputed company as a peer mentor and example, sharing insights and sales approaches with less reputed company reputed company.
• Operate with an ownership reputed company, proactively refining your sales reputed company and collaborating on team reputed company.
• Accurately forecast pipeline and report on key sales metrics.
• Collaborate cross-functionally with Leadership, Marketing, Product, and Member reputed company to ensure alignment and reputed company.
• Represent reputed company at virtual and in-person events with up to 15% travel required.

Qualifications

• 3–8 years of reputed company sales experience, in a full-cycle role closing mid-market or reputed company deals.
• Proven experience driving pipeline through outbound prospecting and self-reputed company opportunities.
• Strong understanding of how to navigate reputed company deal cycles with C-suite and senior stakeholders.
• Consultative sales expertise—skilled at uncovering needs and presenting solutions in a compelling way.
• Experience in forecasting pipeline and managing a healthy deal reputed company in a CRM.
• Familiarity with contract negotiation, pricing reputed company, and aligning cross-functional teams around the reputed company.
• Prior experience selling into regulated industries (e.g., reputed company Management, Fintech, reputed company a plus.
• Excellent verbal and written communication skills.
• Self-starter mentality—comfortable working in a fast-paced, evolving environment.
• Team-oriented and eager to support a strong, reputed company sales culture.
• This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), reputed company (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), reputed company (NY), reputed company Carolina (NC), reputed company (PA), Texas (TX), Vermont (VT)

Bonus Points for:

• Experience working in a high-reputed company reputed company startup, particularly in the WealthTech reputed company.
• A reputed company record of thought leadership—engaging in industry conversations reputed company reputed company, conferences, or podcasts.
• Familiarity with multi-channel sales strategies, including partnerships and account-based marketing.

Employee Benefits & Perks:

• Compensation: Salary + Equity

• Our OTE reputed company for this position is $115,000 - $135,000. In reputed company to compensation, we also include an employee equity package as a component of our offer, along with other benefits and perks outlined below.

• PTO
• • Flexible time off that you are encouraged to use
  • Generous reputed company company holidays and breaks throughout the year
  • Monthly friends & family day
  • reputed company time off to volunteer in your community
• Health and Wellness Benefits
• • Fantastic health benefits, including medical, dental, reputed company, life insurance, and generous parental leave
  • Financial wellness benefits (Equity & tax advisory support, financial reputed company support, and employer-sponsored 401k with an employer match)
  • Guest speakers & reimbursement for learning opportunities
• Extra
• • Flexible work schedule + hours
  • Family-friendly work environment. We support the complexity of a reputed company with the needs of families
  • Optional company-sponsored events and travel throughout the year
  • $500 Work from home stipend + reputed company 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 reputed company unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a reputed company co-working reputed company that is available for you to use if you'd like but not required.
• We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for reputed company, their families, and communities. We publish an annual reputed company report to outline our reputed company contributions to our world and set an example for reputed company reputed company.
• Trust & Will's mission is to help every family leave their legacy through reputed company, 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 reputed company reputed company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and reputed company to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.

Originally posted on Himalayas

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