Sales Associate

Arden Trust Company; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Competitive benefits package

Job summary

Arden Trust Company in Dallas, Texas, is seeking an Internal Sales professional to manage sales operations and support the sales team. Key responsibilities include overseeing the sales pipeline, conducting trust document reviews, and coordinating client events. The ideal candidate will have a 4-Year College Degree, 3+ years of experience in sales and trust operations, and be a collaborative team player. Competitive pay, health insurance, 401(k), and training opportunities are offered.

Qualifications

• 3 years of experience in trust, legal, and investments.
• Experience in both sales and operations.
• Ability to take on multiple tasks and manage effectively.

Responsibilities

• Manage sales platform and support the Sales Manager.
• Conduct preliminary reviews of trust documents.
• Coordinate client events and sales conferences.

Skills

Communication skills

Sales experience

Attention to detail

Team player

Education

4 Year College Degree

Tools

Salesforce

Job description

Kestra Holdings Website: https://www.kestrafinancial.com/

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry‑leading wealth management platform for independent financial professionals nationwide. Arden Trust provides personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra‑affiliated advisors and Bluespring partners benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor‑focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust‑related needs.

Manage the internal sales for Arden Trust Company. Responsible for assisting, reporting, and coordinating new business development. Assist the sales manager, sales team, trust officers, and financial advisors with new business proposals, inquiries from prospects, management of the sales pipeline, client meetings, and various administrative tasks. This position offers unique levels of service that will solidify the differentiated experience offered by Arden Trust.

What You’ll Do:

• Partner with the Sales Manager in the day‑to‑day management of the sales platform, including additional sales support, responding to inquiries and opportunities from partners and financial advisors; and any leads generated through Kestra’s Network, Arden’s website, and Wealth Advisor Leads.
• Management of closed business and sales pipeline reporting, capturing key business analytics for internal reporting.
• Management of reporting to partners of closed business and the current sales pipeline.
• Managing the end‑to‑end KYC process.
• Conducting preliminary reviews of trust documents and statements of assets to build out sales opportunities.
• Coordinating with sales representatives on scheduling new accounts for acceptance.
• Management of the Salesforce platform as the lead Salesforce administrator.
• Responsible for the ongoing training of current employees and for the development and presentation of material to new hires regarding Salesforce and sales processes.
• Expand and deepen Arden’s relationships with existing partners through regular communication and email.
• Managing and updating marketing material with partner platforms.
• Coordination of client events, speaking engagements and sales conferences.
• Creation of presentation material and analytic reporting.

What You Bring:

• 4 Year College Degree.
• 3 or more years’ experience.
• Knowledge of and experience in trust, legal, and investments.
• Experience in both Sales and Operations.
• Ability to take on multiple tasks simultaneously and manage effectively.
• High attention to detail.
• High personal interaction skills and team player.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide).
• 401(k), health insurance, and a competitive benefits package.
• Work in a supportive, collaborative environment committed to professional excellence.
• Help clients navigate meaningful financial decisions with confidence.
• Opportunities for training, development, and long‑term growth within the firm.
• Tuition reimbursement for qualified expenses.

Disclosure

• You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• Kestra Financial ensures equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in the current role unless approved by EVP.