Senior Trust Solutions Sales Executive

Arden Trust Company; Dallas (TX); On-site; USD 80,000 - 120,000; 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 a Sales Executive to drive new personal trust business by building key relationships with partners. The ideal candidate will have 3-5 years of sales experience in the financial services sector, expertise in trust and estate planning strategies, and strong relationship-building skills. Responsibilities include identifying leads, conducting presentations, and maintaining long-term customer relationships. Competitive compensation and benefits offered, including 401(k) and health insurance.

Qualifications

• 3 – 5 years of financial industry sales experience in Legal, Financial Services and/or trust services.
• Knowledge of types of trusts and estate planning strategies is required.
• Excellent written and verbal communication skills.

Responsibilities

• Identify potential leads with our partners that fit within our product offering.
• Cultivate new business relationships and follow up on all sales leads.
• Conduct new business presentations with financial advisors and clients.

Skills

Sales experience

Consultative sales skills

Negotiation skills

Account management skills

Analytical skills

Education

Bachelor's degree in business administration

Advanced degree preferred

JD, CFP, CTFA preferred

Job description

Arden Trust Company in Dallas, Texas, is seeking a Sales Executive to drive new personal trust business by building key relationships with partners. The ideal candidate will have 3-5 years of sales experience in the financial services sector, expertise in trust and estate planning strategies, and strong relationship-building skills. Responsibilities include identifying leads, conducting presentations, and maintaining long-term customer relationships. Competitive compensation and benefits offered, including 401(k) and health insurance.