Multi-National Trust Company - Trust Sales West Coast

Multi-National Trust Company - Trust Sales | REMOTE West CoastA multinational financial services firm is seeking an experienced sales/wholesaling professional to expand distribution of its trustee services platform across the West Coast. Trust and estate planning experience is not required, as this is not a technical trust planning role. The ideal candidate has background in financial services, track record of closing business and can manage their territory on a fully-remote basis. This is not a cold-start territory. The Managing Director will make personal introductions to established relationships. The role is focused on presenting and closing trustee services opportunities, helping advisors retain client assets by offering a trusted solution for clients who need trust company services. This person will serve as the trust “arm” for those relationships, guiding opportunities from introduction through proposal and close.