GENERAL OVERVIEW:
Nexxess Business Advisors is currently seeking 3 motivated, enthusiastic, and results-oriented individuals to join our Trust Sales Team.
As a Remote Account Executive, the focus of this position is generating revenue by marketing and selling Specialized Trusts and other advanced financial strategies to high-networth business owners, entrepreneurs, and investors in the California market.
In addition to building your industry expertise, we offer flexible schedules, training, and a competitive compensation plan with no ceiling on income.
This is a full-time 100% commission-based 1099 position.
If you are interested in joining our dynamic, driven team while energizing your professional career, this opportunity could be yours!
SKILLS AND ABILITIES:
- Strong business development skills as well as an overall understanding of banking, investments, corporate structuring, taxes, and financial services
- Solid knowledge of business financials, tax strategies, and CRM management
- Proficient in business negotiation and developing solutions, strong networking skills, and participation in high networth events throughout the area
- Strong interpersonal skills with the ability to build peer and/or team cohesiveness
- Reliable and trustworthy with a high regard for confidentiality
- Self-directed and motivated to accomplish tasks, meet objectives, and committed timelines
- Proficient in grammar, written communications, proofreading, and editing
- Attentive to detail and highly organized
- Find fulfillment in supporting and helping others
REQUIREMENTS:
- Must be at least 18 years of age and possess a valid Driver’s License
- Must be able to work in the U.
S.
- Excellent time-management skills and the ability to stay organized!
- Must have access to a dedicated business phone line, computer/laptop, and internet access
- Three to five years in a sales position and/or similar role preferred
- Must be comfortable being paid as a 1099 Independent Contractor
- Excellent oral and written communication skills
- Proficient with MS Office Suite (Word, Excel, Power Point), Canva, and scheduling software such as Calendly
- Familiar with LinkedIn, Instagram, Google Workspace, and teleconference software such as Zoom, Google Meets, Microsoft Teams, etc.
- Must be personable, energetic, and self-motivated -- a good sense of humor goes a long way too!
- New business development through cold-calling, online social media marketing, in-person prospecting, networking, etc.
- Build strong relationships and schedule consistent meetings with high networth business owners, business brokers, investors, and family offices
- Detailed knowledge of corporate business structuring, insurance policies, tax strategies, real estate investing, capital raises, and business brokering
- Ability to work independently and as part of a team - available to work approximately 40 hours per week
- Ability to follow and implement processes and procedures for legal compliance
- Maintain company CRM and other online data systems as required
- Submit Weekly Sales Tracker report to Training Supervisor
- Attend weekly Team meetings, 1:1’s, and other company sponsored Events
- Up to 25% travel required
Our clients are most important to our business and excellent customer service is our primary concern.
We look to hire the best people to ensure our clients' success, and reward our team members with an exciting work environment, sales incentives, and an aggressive compensation plan.
If you are interested in growing your career in Specialized Trusts, we want to hear from you!
***This description is not all-inclusive and other duties may be assigned at any time based on company needs.
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