Trust Services Sales Executive for Wealth Partners

Arden Trust Co; 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

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.