Account Executive
EncorEstate Plans, Sacramento, CA, United States
EncorEstate Plans empowers trusted advisors with the highest quality estate planning service so clients complete estate plans that protect what matters most.
Built for advisors, Encore combines modern technology, professional support, and human oversight to keep advisors at the center of the estate planning process and ensure plans are completed and funded as intended, without practicing law.
What you'll do The AE will be responsible for running software demos via Zoom. Demos will be booked directly to you from inbound leads and from SDRs, and you will assist financial advisors in using the tool until specific metrics are met. The role requires efficient time management, the ability to run multiple demos a day, and diligent follow‑up to push advisors through the sales process.
Utilize Salesforce, Zoom, Amplemarket, and other technology to operate efficiently.
Have a vision. Learn and understand how to coach and train advisors on how to build estate planning into their process.
Run technology demos via Zoom.
Follow up with all demos run, pushing opportunities through the sales cycle.
Find new opportunities from our existing client base.
We’re likely a great fit if you…
Are a team player. We work as a unit and win together.
Don’t have to be handheld with each task. We are a team of hard‑working people with a clear mission in mind. As a small team, you may need to be comfortable with each day not being fully laid out.
Can win deals.
Some Fine Print By applying, you confirm that the following are acceptable:
The salary range of $100K–$130K, plus competitive benefits
Working remotely with consistent availability during Central Time business hours
Reporting directly to the VP of Strategic Relationships
Collaborating cross‑functionally with the broader Encore team
Authorization to work in the U.S. (we are not sponsoring visas)
Joining a collaborative, high‑ownership team environment
Ability to begin within a reasonable timeframe, as we are looking to onboard in the coming weeks
#J-18808-Ljbffr
Built for advisors, Encore combines modern technology, professional support, and human oversight to keep advisors at the center of the estate planning process and ensure plans are completed and funded as intended, without practicing law.
What you'll do The AE will be responsible for running software demos via Zoom. Demos will be booked directly to you from inbound leads and from SDRs, and you will assist financial advisors in using the tool until specific metrics are met. The role requires efficient time management, the ability to run multiple demos a day, and diligent follow‑up to push advisors through the sales process.
Utilize Salesforce, Zoom, Amplemarket, and other technology to operate efficiently.
Have a vision. Learn and understand how to coach and train advisors on how to build estate planning into their process.
Run technology demos via Zoom.
Follow up with all demos run, pushing opportunities through the sales cycle.
Find new opportunities from our existing client base.
We’re likely a great fit if you…
Are a team player. We work as a unit and win together.
Don’t have to be handheld with each task. We are a team of hard‑working people with a clear mission in mind. As a small team, you may need to be comfortable with each day not being fully laid out.
Can win deals.
Some Fine Print By applying, you confirm that the following are acceptable:
The salary range of $100K–$130K, plus competitive benefits
Working remotely with consistent availability during Central Time business hours
Reporting directly to the VP of Strategic Relationships
Collaborating cross‑functionally with the broader Encore team
Authorization to work in the U.S. (we are not sponsoring visas)
Joining a collaborative, high‑ownership team environment
Ability to begin within a reasonable timeframe, as we are looking to onboard in the coming weeks
#J-18808-Ljbffr