Sales Associate
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.
What You’ll Do:
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
What You Bring:
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.