Avatar for Trust & Will

The easy, fast, and secure way to set up your estate plan online

Channel Sales Rep

$65k – $135k • 0.01% – 0.1%
Apply now
Hi, we’re Trust & Will. We’re making estate planning simple, affordable, & accessible with a design-first approach and amazing customer support. In just over a year of launching, we have thousands of happy customers using our complete suite of products nationwide. We’re enabling every American to create a plan that fits their family, their life, and their legacy.

We’re backed by some of the leading names in venture capital including Revolution’s Rise of the Rest, Western Technology Investments, Luma Launch, Halogen Ventures, and Techstars, as well as a prominent list of angel investors who all believe in our mission to help everyone leave a legacy they can be proud of.

Trust & Will is looking for a tenacious Sales Rep to join our growing team in San Diego. We are a funded, high growth startup that exists to help families.

We are looking for a passionate rep to help build out our Advisor channel.

What you’ll do:

- Identify and qualify new channel opportunities with Financial Advisors and insurance brokers
- Demonstrate the value of our offering through phone calls, email, Zoom demos, LinkedIn and any other medium that makes sense
- Prospect, demo, and instruct our Advisors on how to be productive within our platform and how to sell Estate Planning to their clients
- Work directly with the founders to build and grow this channel
- Work in a fast paced, challenging, high growth startup with

What you’ll need:

- BA/BS degree preferred and 1-3 years of professional work experience
- Excellent communication, interpersonal, and organizational skills. You should be a great writer, speaker, and listener.
- Fearlessness - willing to hop on the phone with new people every single day and explain the Trust & Will value proposition
- An obsession with prospect happiness - set the stage for effective sales follow-up.
- Flexibility - things change around here. FAST.
- The intellectual horsepower to become a guide on Estate Planning in a matter of weeks, and the curiosity to keep learning about all its intricacies for years to come.
- A deep understanding of email communication. You keep the inbox at zero.

Healthcare benefits

Retirement benefits

Parental leave

Equity benefits

Generous vacation

+2 more

More jobs at Trust & Will

View all jobs

Member Support Specialist / Document Shipping

Apply now