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. What you’ll do: 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. What you bring: 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. #J-18808-Ljbffr Arden Trust Company