Trust Consultant - Remote Position

Trust Consultant - Remote Position

21 May 2024
Texas, Austin, 73301 Austin USA

Trust Consultant - Remote Position

APPLICANTS WHO DO NOT SUBMIT A RESUME (IN EITHER PDF OR WORD FORMAT) WILL AUTOMATICALLY BE REJECTED.

GENERAL OVERVIEW:

Nexxess Business Advisors is currently seeking 3-5 lead generators in the Austin market to join our Trust Sales Team. The focus of this position is to generate revenue by marketing and selling Specialized Trusts and other advanced financial strategies to high-networth business owners, entrepreneurs, and investors. In addition to building your industry expertise, we offer commissions paid weekly, training and development, flexible work schedules, and a competitive compensation plan with no cap on income.

PLEASE NOTE: THIS IS A 100% COMMISSION ONLY 1099 SALES POSITION.

If you are a motivated, enthusiastic, and results-oriented individual looking to energize 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

- Reliable and trustworthy with a high regard for confidentiality

- Self-directed and motivated to accomplish tasks, meet objectives, and committed timelines

REQUIREMENTS:

- Must be comfortable being paid as a 1099 Independent Contractor without a base salary

- Must be at least 18 years of age and possess a valid Driver’s License

- Must be available for Tuesday/Wednesday Training at 3pm CST (4pm EST)

- Three to five years in a sales position and/or similar role preferred

- Background in real estate, mortgages, and/or accounting is preferred

- Must have access to a dedicated business phone line, computer/laptop, and internet access

- 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.

- Familiar with Bookkeeping and Accounting software such as Quickbooks

- Familiar with GoHighLevel software is a plus

- New business development through cold-calling, online social media marketing, in-person prospecting, networking, etc.

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 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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Job Details

  • ID
    JC51743754
  • State
  • City
  • Full-time
  • Salary
    N/A
  • Hiring Company
    Texas
  • Date
    2024-05-21
  • Deadline
    2024-07-20
  • Category

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