Wealth & Trust Sales Specialist

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

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.