Sales Account Executive
EncorEstate Plans equips financial advisors with estate planning software that can strengthen value, build trust, and deepen relationships.
The AE will be responsible for running software demo’s via zoom. The demo’s will be booked directly to you from inbound leads and from SDRs. The AE will be responsible for assisting the financial advisor with using the tool until specific metrics are met.
The role will require an AE to be efficient with their time, have the ability to run multiple demos a day, while remaining diligent in their follow up to push advisors through the sales process.
To be successful, the AE will need to understand how to prioritize their time with financial advisory firms. There will not be much cold outbound, but there will be a need for sourcing revenue from our existing client base.
What you'll do
- Utilize salesforce, zoom, amplemarket, and other technology to operate efficiently.
- Have a vision. Learn and understand how to coach and train advisors on how to build estate planning into their process.
- Run technology demos via zoom.
- Follow up with all demos run, pushing opportunities through the sales cycle.
- Find new opportunities from our existing client base.
We’re likely a great fit if you…
- Are a team player. We work as a unit and win together.
- Don’t have to be handheld with each task. We are a team of hard working people with a clear mission in mind. As a small team, you may need to be comfortable with each day not being fully laid out.
- Can win deals.
Some Fine Print
By applying, you confirm that the following are acceptable:
- The salary range of $100K–$130K, plus competitive benefits
- Working remotely with consistent availability during Central Time business hours
- Reporting directly to the VP of Strategic Relationships
- Collaborating cross-functionally with the broader Encore team
- Authorization to work in the U.S. (we are not sponsoring visas)
- Joining a collaborative, high-ownership team environment
- Ability to begin within a reasonable timeframe, as we are looking to onboard in the coming weeks