Account Executive, Financial Institutions

Trust & Will; Mission; Remote; CAD 170,000 - 195,000; Full time

Job summary

A leading company focused on estate planning is seeking a passionate Account Executive to drive B2B sales with financial institutions. The role involves developing sales strategies, presenting solutions, and managing relationships with major banks and insurers. Ideal candidates should have experience in sales with a strong understanding of the financial services landscape.

Benefits

Competitive Salary with Equity

Unlimited PTO

Health Benefits

Financial Wellness Benefits

Work from Home Reimbursements

Qualifications

• 5-7+ years of professional work experience in sales.
• Track record of meeting or exceeding sales targets.
• Strong understanding of partner management and sales cycles.

Responsibilities

• Develop and execute a comprehensive sales strategy for target customers.
• Present the company's value proposition to prospective clients.
• Build and maintain relationships with key stakeholders.

Skills

Communication

Interpersonal Skills

Organization

Public Speaking

Curiosity

Ownership

Job description

Account Executive, Financial Institutions

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.

About You:

We are looking for a passionate, motivated, and experienced individual contributor sales Account Executive to help drive growth by closing key accounts. You will work on B2B deals in the Enterprise space with Financial Institutions who would like to offer Trust & Will as a solution for their customers. You will primarily focus on the top-20 Banks & Insurers in the Country.

This role is ideal for a sales professional with a passion for helping others and for driving business in a fast-paced startup environment. You should be comfortable with ambiguity and comfortable working in a remote-first setting while also taking initiative with client-related travel and conferences.

About the Role:

• Develop and execute a comprehensive sales strategy for our target customers to achieve pipeline and revenue targets.
• Present the company's value proposition to prospective clients, both virtually and in-person, including at industry events with up to 20% travel required.
• Build and maintain long-lasting relationships with key stakeholders to support sales goals, referrals, and renewals.
• Utilize CRM data and analytics to track and enhance personal sales performance.
• Collaborate closely with business development representatives, B2B marketing, and other internal teams to build and increase the sales pipeline, ensuring seamless internal coordination and communication.
• Oversee the sales process from demo to close, managing the pipeline to accurately reflect each stage of the sales cycle.
• Track and analyze key performance metrics, providing regular reports and accurate sales forecasts to senior management, along with recommendations for resource allocation and improvements.
• Proactively identify challenges that may hinder or slow our ability to close deals and ideate/develop solutions to improve the sales process.

Qualifications

• 5-7+ years of professional work experience in sales.
• Ability to build long-lasting individual relationships with a vast array of external stakeholders.
• Track record of meeting or exceeding sales targets.
• Excellent communication, interpersonal, and organizational skills.
• Strong public speaking skills with the confidence to address 100+ people at a time (in person or virtually).
• Ability to become a subject matter expert and a guide on estate planning in a matter of weeks, with the curiosity to keep learning its intricacies for years to come.
• Experience and comfort with operating independently with limited oversight.
• Strong understanding of partner management, sales cycles, and revenue goals.
• Mission-driven with a passion for helping our members leave their legacy.
• High level of ownership and accountability.

Bonus Points for:

• Experience in working with financial institutions (banks, insurance)
• Experience working in a late-stage tech company
• Experience selling into skilled labor industries, such as construction, education, healthcare, manufacturing, automotive, energy, or other technical trades.

Employee Benefits & Perks:

• Compensation: Salary + Equity
• Our OTE range for this position is $170,000 - $195,000 , 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 days
• 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
• 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 reimbursements + 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. #LI-Remote
• 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 all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world 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 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.