Sales Executive ll- Trust & Estate Planning

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-impact, client-facing role for someone who already knows the trust/estate planning world and can drive revenue through advisor relationships. If you like being on the road, building a pipeline, and winning business with HNW/UHNW clients and financial advisors—this is a strong seat. What You’ll Be Doing Drive new business by building relationships with wealth advisors, RIAs, and key centers of influence (CPAs/attorneys, depending on market) Lead sales conversations around trust structures and estate planning strategies , translating complexity into simple, compelling value Run a full sales cycle: prospect ? discovery ? proposal ? close ? onboarding handoff Build and manage a pipeline with consistent activity, forecasting, and conversion discipline Present solutions in meetings, events, and advisor groups (heavy outbound + relationship development) Travel frequently ( 50%+ ) to meet advisors and support growth initiatives What They’re Looking For 5+ years of trust / estate planning experience (sales-facing or advisory) Strong knowledge of trust types and estate planning strategies Experience working with HNW/UHNW clientele and wealth management professionals Comfortable with metrics and calculations (commissions, percentages, interest, pricing, etc.)Willing and able to travel 50%+ consistently Driven, competitive, and accountable—someone who wants to win Nice-to-Haves Advanced credentials such as JD, CFP, or CTFA Existing relationships in the RIA / wealth advisory space Experience selling fiduciary or trust administration solutions $135,000 base Remote role (anywhere in the U.S.) High visibility with leadership and room to grow Compensation & Benefits $135,000 base Equity/Options package Remote role (anywhere in the U.S.) High visibility with leadership and room to grow MOHR Talent is an equal‑opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at View email address on click.appcast.io. #J-18808-Ljbffr Mohr Talent