Business Development - Sales Executive II

Lead with Purpose. Partner with Impact.

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

• Identify potential leads with 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; identify and generate new business; develop and deliver sales presentations primarily through third-party financial advisor referrals.
• Review trust documents, negotiate agreements, and fee schedules.
• Develop client relationships through sales leads, research, cold calling, lead qualification, developing leads, and customer service.
• Develop sales documentation including spreadsheets, correspondence, sales proposals, presentations, and internal paperwork for new customer proposals and presentations.
• Develop and implement a sales action plan with objectives and strategies to increase revenue and aggressively acquire new accounts.
• Develop an effective sales presentation that is continually tested and used in the field.
• Implement a plan for closing business and maintaining long-term customer relationships.
• Seek and create opportunities to expand business with current clients; identify further business needs and present solutions.
• Develop, implement, and maintain procedures that enhance the efficiency of the business development team.
• Attend conventions, conferences, and trade shows as needed; prepare post-event reports and analysis.

• 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 skills; versatility, flexibility, and willingness to work within constantly changing priorities with enthusiasm.
• JD, CFP, CTFA preferred.