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Sales Executive at kestra

Location
Dallas, Texas
Type
Full-time
Level
mid
Posted

Description

Arden Trust Company is hiring a Sales Executive to drive profitable new personal trust business, build relationships with wire-house alliance partners and registered investment advisor channels, grow existing accounts, deliver sales presentations, advise on trust and investment needs, review trust documents, negotiate agreements and fee schedules, and manage long-term client relationships. The role requires a bachelor's degree, 3–5 years of financial industry sales experience in legal, financial services, or trust services, knowledge of trusts and estate planning, consultative sales ability, negotiation, account management, and strong communication and analytical skills.

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