Senior Estate Planning Sales Executive
$135kMohr Talent
Mohr Talent is looking for a Sales Executive II in the Dallas area, focusing on expanding estate planning services. This high-impact role requires 5-7+ years of sales experience in estate planning or wealth management. The candidate will manage advisor relationships, originate new business, and deliver presentations. Success in this role offers an attractive compensation package of $135K+ base salary along with incentives and equity. Applicants with advanced credentials are preferred. #J-18808-Ljbffr Mohr Talent
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Estate Planning Sales Executive in Dallas, TX vacancy
- ...Senior Sales Executive Job Duties: Enhances staff accomplishments and competence by planning delivery of solutions; answering technical and procedural questions for less experienced team members; teaching improved processes; mentoring team members. Identifies business...Senior
TradeJobsWorkforce
Dallas, TX2 days ago $88.9k - $155.5k
...predictive insights, Envi enables smarter demand planning, streamlined replenishment, and stronger... ...will manage relationships with partner sales managers, deliver engaging web... ...the sales leadership team to implement and execute a structured sales plan, ensuring quarterly...SeniorContract workVizient
Irving, TX1 day ago$102k - $120k
...Project Manager for Project & Development Services in Dallas, Texas. The role involves the management of design, planning, and construction of real estate facilities projects. Key responsibilities include coordinating project deliverables, managing budgets, and leading...Senior- A regional financial institution based in Dallas is seeking a Wealth Strategist to collaborate with clients and advise on estate planning, philanthropic goals, and business succession strategies. Candidates must hold a JD and possess over 10 years of relevant experience...Senior
- Ascension Search Partners is seeking a Senior Associate in Tax for a multi-family... ...guiding clients through complex investment, estate, and tax planning strategies. Candidates should have a... ...emphasizes client advisory without sales pressure, offering flexibility after the...SeniorWork at office
- ...wealth structuring services. The role requires a JD degree and a minimum of eight years in the trust and estate industry. Key responsibilities include estate and tax planning, and cultivating professional relationships for additional business opportunities. Citi offers...Senior
$135k
Job Description Sales Executive II - Trust & Estate Planning Compensation: $135,000 salary or more depending on experience. Travel: 50% | Fully Remote I’m partnered with a fast-growing trust services firm (national footprint) hiring a Sales Executive II. This is a high...Local areaRemote work$135k
Job Description Sales Executive II - Dallas Area (Estate Planning | $135K+) Compensation: $135,000 Base + Incentives + Equity Why This Role is for You This is a high-impact, senior sales role within a firm in growth mode. You’ll take ownership of advisor relationships,...Local area- Ernst & Young Oman is looking for a Real Estate Tax Senior Manager in the Dallas, Texas area. This role involves leading diverse tax planning projects, managing a skilled team, and providing expert tax advice to clients. Candidates should have a bachelor’s degree and CPA...SeniorFlexible hours
$170k - $300k
...structuring services. The ideal candidate must have a JD degree and a minimum of eight years of industry experience, focusing on estate planning, tax planning, and building relationships with clients and advisors. The compensation ranges from $170,000 to $300,000,...Senior$150k - $185k
...is a dynamic and growing law firm that focuses on family law, estate planning, and probate law. We are committed to delivering top-tier... .... About the Role DebnamRust, P.C. is seeking an experienced Senior Family Law Attorney with 5+ years of experience, licensed in...Senior- ...Tax Senior / Tax Manager Location: Las Colinas, Irving, TX (Toyota Music Factory Area) Schedule: Hybrid Monday & Tuesday onsite... ...firm provides integrated tax, accounting, consulting, and estate planning services with a relationship-driven and client-focused approach...SeniorFull timeRemote workFlexible hours
- ...Senior Cost Manager - Real Estate Construction Turner & Townsend is a global professional services company... .... Provide estimate and cost planning to include producing and presenting... ...contractor's submissions, including the executive summary. Coordinate all sources...SeniorContract workFor contractorsFor subcontractorWork at officeFlexible hours
Turner & Townsend
Dallas, TX4 days ago - Senior Oncology Sales Specialist, Solid Tumor Location: Dallas, Texas, United States Job Responsibilities Fulfill sales strategies by selling... ...prospect for new business within assigned accounts and call plan direction, develop account strategies with the District...SeniorLocal areaRelocationNight shift
- ...with our clients across real estate, infrastructure, energy and natural... ...looking for an experienced Senior Cost Manager and/or Quantity... ...Provide estimate and cost planning to include producing and... ...s submissions, including the executive summary.? Coordinate all sources...SeniorContract workFor contractorsFor subcontractorWork at officeFlexible hours
Turner & Townsend
Dallas, TX5 days ago - ...Position Summary A Sales Representative is responsible for managing and growing existing... ..., and implement annual Key Account Sales Plans, including volume objectives and... ...levels within prospective customers including senior management, procurement, technical, and brand...SeniorFlexible hours
PPC Flex
Dallas, TX3 days ago - ...Platform Infrastructure Lead, Senior Vice President Working at... ...being met within existing and planned framework. DRIFT (Data,... ...high-quality technology data estate that powers AI-driven insights... ...strategies Manage overall execution of IT strategy and roadmap for...Senior
Citi
Irving, TX1 day ago - The Senior Lease Analyst is responsible for the advanced analysis, administration, and... ...financial impact Acquisition & Divestiture Execution Partner on lease and ownership due... ...support budgeting, forecasting, and long-term planning Cross-Functional Partnership Act as a...Senior
$130k - $160k
...option./ppYou are a driven pharmaceutical sales professional who thrives in complex... ...through effective territory management and execution of sales/marketing strategies. Serves as... ...reports and develop and implement business plans to increase business and drive sales in key...SeniorLocal areaRemote work$175k - $279k
...Banking, by assembling and leading execution teams and provide guidance and... ...relationships Act as an advisor to senior leadership to develop or influence planning for highly complex business needs... ...secured or specialized lending sales experience, or equivalent...SeniorWork experience placement$156.16k - $234.24k
...Engineering Group Manager is a senior management level position... ...being met within existing and planned framework. DRIFT (Data, Reliability... ...high-quality technology data estate that powers AI-driven... ...strategies Manage overall execution of IT strategy and roadmap for...SeniorFull timeCitigroup Inc
Irving, TX5 days ago$66.57k - $151.58k
...Tax Senior Are you a leader and strategic thinker with extensive first-hand knowledge... ...to individual clients and their trusts, estates, family offices, investment vehicles, charitable... ...and consulting projects related to tax planning opportunities and the tax implications of...SeniorPrivate practiceWork at office2 days per week3 days per week$122.7k - $317.2k
...Enterprise Architecture Senior Manager FS /... ...to help client business executives disrupt their industry... ...harmonization of the IT estate . We help our clients articulate... ...Strategy and Planning Enterprise IT Governance... ...C-suit e Originate sales under MD direction Engage...SeniorLive inWork at officeLocal areaAccenture
Irving, TX3 days ago- Qualification About you - The ideal candidate will have the below: Complete product knowledge and the market practices of the areas of jurisdiction. Presentation/Negotiation Skills Analytical mindset Experienced usage of CRM systems ...Senior
Qatar Airways
Dallas, TX3 days ago $140k
...seeking a highly skilled andexperienced Senior MEP Cost Manager / Estimator to join our... ...crucial for delivering multi-disciplinedreal estate cost solutions for a variety of... ...real estate projects or programs throughout planning, design, construction, occupancy, and closeout...SeniorFor contractorsFor subcontractorWork at officeVisa sponsorshipCBRE
Dallas, TX3 days ago$76k - $125.3k
...and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our... ...trustees throughout the United States. The Senior plays an integral role in the success and... ...and interpret trust agreements and estate planning documents. Ability to research state‑specific...SeniorSummer holidayFlexible hours$147.4k - $336.8k
...and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our... ...current tax practices. As a Real Estate Tax Senior Manager, we will look to you to apply your... ...likely to spend your time on a variety of tax planning projects, responsibilities and tasks for...SeniorSummer holidayFlexible hours$60k - $65k
Are you a people person with a knack for sales and a great sense of humor? Do you thrive... ...them through their options). Explaining plans and options clearly and professionally.... ...complete a 4-week intensive training on estate planning, probate, and business law. Shows...- ...Entrepreneur Of The Year. Plutus Health Inc. ( is seeking a Senior Sales Executive to sell Medical Billing & RCM services to ABAs, Labs, ERs,... ..., networking, implementing and executing strategic sales plans. ~ Proven selling and persuasion skills ~ Exceptional ability...Senior
Calpion/Plutus Health
Addison, TX3 days ago - ...A full-service advertising agency is seeking a Senior Advertising Sales Executive to manage client relationships and close revenue-generating deals. This role requires over 8 years of experience in the advertising industry and offers autonomy along with uncapped commission...SeniorRemote work
3131 Media Solutions
Dallas, TX4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Estate Planning Sales Executive. Be the first to apply!
Related searches
- online sales consultant Dallas, TX
- sales representative manufacturing Dallas, TX
- pre-sales consultant Dallas, TX
- commercial insurance agent Dallas, TX
- field agent Dallas, TX
- carrier sales representative Dallas, TX
- medicare sales agent remote Dallas, TX
- remote sales representative Dallas, TX
- chemical sales representative Dallas, TX
- senior sales representative Dallas, TX