Sales Associate

Kestra • Dallas, TX

11d

About The Position

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.
Lead with Purpose, Partner with Impact.
Manage the internal sales for Arden Trust Company. Responsible for assisting, reporting, and coordinating new business development. Assisting the sales manager, sales team, trust officers and financial advisors with new business proposals, inquiries from prospects, management of sales pipeline, client meetings, and various administrative tasks. This position offers unique levels of service that will solidify the differentiated experience offered by Arden Trust.

Requirements

• 4 Year College Degree
• 3 or more years’ experience
• Knowledge of and experience in trust, legal and investments.
• Experience in both Sales and Operations
• Ability to take on multiple tasks simultaneously and manage effectively.
• High attention to detail.
• High personal interaction skills and team player.

Responsibilities

• Partner with the Sales Manager in the day-to-day management of the sales platform, including additional sales support, responding to inquiries and opportunities from our partners and financial advisors; and any leads generated through Kestra’s Network, Arden’s website, and Wealth Advisor Leads.
• Management of closed business and sales pipeline reporting, capturing key business analytics for internal reporting.
• Management of reporting to partners of closed business and the current sales pipeline.
• Managing the end-to-end KYC process
• Conducting preliminary reviews of trust documents and statements of assets in order to build out sales opportunities
• Coordinating with sales representatives on scheduling new accounts for acceptance.
• Management of the Salesforce platform as the lead Salesforce administrator
• Responsible for the ongoing training of current employees as well as the development and presentation of material to new hires with regards to Salesforce and sales processes
• Expand and deepen Arden’s relationships with existing partners via regular communication and email.
• Managing and updating marketing material with partner platforms.
• Coordination of client events, speaking engagements and sales conferences
• Creation of presentation material and analytic reporting

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees