Back to jobs

Account Executive, Advisors

United States

Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable.

If you would like to join us, we are looking for an Account Executive that will help us continue to scale our financial advisor offering to some of the largest advisory firms nationwide. 

About You:

You’re a skilled SaaS sales professional with experience owning a full-cycle sales process and closing new business. You’re comfortable with outbound prospecting, managing multiple stakeholders, and bringing a consultative approach to selling. You’re driven by metrics and motivated by the opportunity to work on high-impact deals in a growing segment.

You thrive in mid-market and emerging enterprise sales, especially with clients in complex or regulated industries. You’re proactive in building pipeline, clear in your communication, and intentional about setting your deals up for long-term success.

While you don’t need to be in a formal leadership role, you naturally operate with a team-first mindset—sharing best practices and helping elevate others through example. You’re confident in your ability to mentor junior peers and support a culture of excellence as we scale.

In this role, you’ll focus on identifying and developing new mid-market opportunities within the RIA and Broker-Dealer space, helping us increase market share and land some of the largest potential new partners. Reporting directly to the Head of Advisor Sales, you’ll have a direct impact on sales strategy, execution, and revenue growth, setting the foundation for long-term success.

About the Role:

  • Identify and engage top mid-market firms with the highest revenue potential.
  • Research and strategically approach key contacts, leading outbound efforts to generate high-value opportunities.
  • Own the full sales cycle—from first touch to signed contract and initial rollout.
  • Sell with a consultative approach, uncovering prospect pain points and tailoring value-based solutions.
  • Meet and exceed quarterly and annual revenue targets.
  • Deliver impactful demos that speak to business value and align multiple stakeholders.
  • Act as a peer mentor and example, sharing insights and sales approaches with less experienced AEs.
  • Operate with an ownership mindset, proactively refining your sales motion and collaborating on team strategy.
  • Accurately forecast pipeline and report on key sales metrics.
  • Collaborate cross-functionally with Leadership, Marketing, Product, and Member Success to ensure alignment and impact.
  • Represent the company at virtual and in-person events with up to 15% travel required.

Qualifications:

  • 3–8 years of SaaS sales experience, in a full-cycle role closing mid-market or enterprise deals.
  • Proven experience driving pipeline through outbound prospecting and self-sourced opportunities.
  • Strong understanding of how to navigate complex deal cycles with C-suite and senior stakeholders.
  • Consultative sales expertise—skilled at uncovering needs and presenting solutions in a compelling way.
  • Experience forecasting pipeline and managing a healthy deal flow in a CRM.
  • Familiarity with contract negotiation, pricing strategy, and aligning cross-functional teams around the close.
  • Prior experience selling into regulated industries (e.g., Wealth Management, Fintech, Healthcare) is a plus.
  • Excellent verbal and written communication skills.
  • Self-starter mentality—comfortable working in a fast-paced, evolving environment.
  • Team-oriented and eager to support a strong, collaborative sales culture.
  • This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Texas (TX), Vermont (VT)

Bonus Points for:

  • Experience working in a high-growth SaaS startup, particularly in the WealthTech space.
  • A track record of thought leadership—engaging in industry conversations via LinkedIn, conferences, or podcasts.
  • Familiarity with multi-channel sales strategies, including partnerships and account-based marketing.

Full-time Employee Benefits & Perks:

  • Compensation: Salary + Equity
    • Our OTE range for this position is $115,000 - $135,000, 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
    • 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.
  • California Privacy Notice: Trust & Will collects personal information from applicants including identifiers, professional/employment history, and education information to evaluate qualifications and communicate about your application. California residents have the right to know what information we collect, request a copy, correct inaccuracies, or request deletion (subject to exceptions). To exercise these rights, contact legal@trustandwill.com. For more information, visit our privacy policy.

 

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Education

Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Trust & Will’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.