We’re on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We’re backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution’s Rise of the Rest, Halogen Ventures, and more.

If you would like to join us, we are looking for an Account Executive II who will be responsible for working alongside our Trust & Will for Professionals Account Executives to book appointments and help to build out a pipeline of prospects.

About You:

We are looking for a passionate, motivated, and experienced individual contributor sales Account Executive to help drive growth by closing key accounts. You will work on B2B deals in the SMB & Mid-Market space with organizations who would like to offer Trust & Will as a subsidized benefit for their teams alongside the support of a Business Development Representative to drive leads for you. 

This role is ideal for a sales professional with a passion for helping others and for driving business in a new vertical in a fast-paced startup environment. You should be comfortable with ambiguity and comfortable working in a remote-first setting while also taking initiative with client-related travel and conferences. This is an individual contributor role and eligible candidates must live in California.

About the Role:

• Develop and execute a comprehensive sales strategy for our West Coast territory to achieve pipeline and revenue targets.
• Present the company's value proposition to prospective clients, both virtually and in-person, including at industry events with up to 30% travel required.
• Build and maintain long-lasting relationships with key stakeholders to support sales goals, referrals, and renewals.
• Utilize CRM data and analytics to track and enhance personal sales performance.
• Collaborate closely with business development representatives, B2B marketing, and other internal teams to build and increase the sales pipeline, ensuring seamless internal coordination and communication.
• Oversee the sales process from demo to close, managing the pipeline to accurately reflect each stage of the sales cycle.
• Track and analyze key performance metrics, providing regular reports and accurate sales forecasts to senior management, along with recommendations for resource allocation and improvements.
• Proactively identify challenges that may hinder or slow our ability to close deals and ideate/develop solutions to improve the sales process.

Qualifications

• 3-4 years of professional work experience in sales.
• Ability to build long-lasting individual relationships with a vast array of external stakeholders.
• Track record of meeting or exceeding sales targets.
• Excellent communication, interpersonal, and organizational skills.
• Strong public speaking skills with the confidence to address 100+ people at a time (in person or virtually).
• Ability to become a subject matter expert and a guide on estate planning in a matter of weeks, with  the curiosity to keep learning its intricacies for years to come.
• Experience and comfort with operating independently with limited oversight.
• Strong understanding of partner management, sales cycles, and revenue goals.
• Mission-driven with a passion for helping our members leave their legacy.
• High level of ownership and accountability.

Bonus Points for: 

• Experience in working with financial institutions, Financial Advisors, or employee benefits.
• Experience working in a tech company and/or high-growth startup.
• Experience selling into skilled labor industries, such as construction, education, healthcare, manufacturing, automotive, energy, or other technical trades.

Employee Benefits & Perks:

• Compensation: Salary + Equity
• • Our OTE range for this position is $128,000 - 150,000, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below. 
• PTO
• • Flexible time off that you are encouraged to use
  • Generous paid company holidays and breaks throughout the year 
  • Monthly friends & family day
  • Paid time off to volunteer in your community
• Health and Wellness Benefits
• • Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave 
  • Financial wellness benefits (Equity & tax advisory support, financial coach support, and employee-sponsored 401k)
  • Guest speakers & reimbursement for learning opportunities
• Extra
• • Flexible work schedule + hours (eligible candidates must live California and be willing to work regular PST work hours)
  • Family-friendly work environment. We support the complexity of a remote world with the needs of families
  • Optional company-sponsored events and travel throughout the year
  • $500 Work from home stipend + Apple accessories 

About Trust & Will: 

• We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote
• We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.
• Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.