Trust Services Sales Executive for Wealth Partners

Kestra Financial, Inc.; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k) and health insurance

Opportunities for training and development

Job summary

A wealth management firm in Dallas seeks a Sales Executive to drive new personal trust business. The role involves building relationships with wire-house Alliance Partners and cultivating new connections in the RIA channel. Successful candidates will bring 3-5 years of financial industry sales experience, effective sales skills, and the ability to manage multiple projects. A competitive pay, benefits package, and opportunities for growth are offered. Join us to support families and preserve relationships for generations.

Qualifications

• 3–5 years financial industry sales experience in Legal, Financial Services and/or trust services.
• Knowledge of types of trusts and estate planning strategies required.
• Strong consultative sales skills, especially to high net worth individuals.

Responsibilities

• Identify potential leads with partners that fit within product offering.
• Increase profitability by cultivating new business relationships.
• Conduct new business presentations with financial advisors.

Skills

Negotiation skills

Sales experience

Organizational skills

Communication skills

Problem-solving skills

Education

Bachelor's degree in business administration or equivalent

Advanced Degree preferred

Job description

Lead with Purpose. Partner with Impact.

As a Sales Executive you will be accountable for profitable new personal trust business. This includes building and maintaining key relationships with our wire-house Alliance Partners as well as cultivating new relationships in the RIA channel. The Sales Executive reports to the Sales Manager.

Whatyou’llDo:

• Identify potential leads with our partners that fit within our product offering and appetite for both legal and investment risk
• Increase the firm’s profitability by cultivating new business relationships and following up on all sales leads and calls
• Grow existing accounts to full potential and generate maximum revenue on a long-term basis
• Conduct new business presentations with financial advisors, partner financial services firms and clients
• Act as an “advisor” for the trust and investment needs of individual customers Identifies and generates new business; develops and delivers sales presentations primarily through third-party financial advisor referrals.
• Review Trust Documents, negotiate agreements and fee schedules
• Develops client relationships including but not limited to sales leads, research, cold calling, qualifying leads, developing leads, and customer service.
• Develops sales documentation including but not limited to spreadsheets, correspondence, sales proposals, presentations, and internal paperwork for new customer proposals and presentations.
• Develops and implements a sales action plan with objectives and strategies to increase revenue and aggressively acquire new accounts.
• Develops an effective sales presentation that is continually tested and used in the field.
• Develops and implements a plan for closing business and maintaining long-term customer relationships.
• Seeks/creates opportunities to expand business with current clients; identifies further business needs and develops and presents solutions.
• Grows existing accounts to full potential and generates maximum revenue on a long-term basis.
• Develops, implements, and maintains procedures that enhance the efficiency of the business development team.
• Attends conventions, conferences, and trade shows as needed; prepares post-event reports and analysis.

What You Bring:

• Bachelor's degree in business administration or equivalent.
• Advanced Degree preferred
• 3 – 5 years financial industry sales experience in Legal, Financial Services and/or trust services
  
• Knowledge of types of trusts and estate planning strategies is required
• Possesses effective and proven sales experience.
• Strong consultative sales skills, especially to high net worth individuals and their advisors.
• Proven leadership and business acumen skills.
• Well-developed negotiation, project and account management skills.
• Good judgment with the ability to make timely and sound decisions.
• Creative, flexible, and innovative team player.
• Commitment to excellence and high standards.
• Ability to work with all levels of management.
• Strong organizational, problem-solving, and analytical skills.
• Excellent written and verbal communication skills.
• Demonstrated ability to make successful presentations to individuals and/or groups at all levels of an organization
• Ability to work independently and as a member of various teams and committees.
• Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.
• Proven ability to handle multiple projects and meet deadlines
• Strong interpersonal skillsVersatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
• JD, CFP, CTFA preferred.