Jr. Account Executive

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 a Jr. Account Executive that will help us continue to scale our financial advisor offering to some of the largest advisory firms nationwide.

About You:

As a Jr. Account Executive, you have experience in a consultative sales environment and are looking for your next opportunity at a fast growing company. Over the last four years, we’ve grown our advisor distribution network to over 11,000 financial advisors nationwide and this role will help accelerate our growth in the advisory market.

You’ll be responsible for driving new business opportunities to Trust & Will by prospecting, scheduling demos, and onboarding new firms and advisors...