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Senior Enterprise Advisor Sales Lead; Remote

Remote / Online - Candidates ideally in
San Diego, San Diego County, California, 92189, USA
Listing for: Trust & Will
Remote/Work from Home position
Listed on 2026-02-05
Job specializations:
  • Sales
    SaaS Sales
Job Description & How to Apply Below
Position: Senior Enterprise Advisor Sales Lead (Remote)
A leading digital estate planning platform is looking for a Senior Account Executive II, Advisors to drive enterprise revenue growth by scaling relationships with mid-to-large RIAs and broker-dealers. Candidates should have 7–10+ years of enterprise sales experience, preferably in the SaaS or financial services sector. The role involves managing complex sales cycles, conducting executive-level presentations, and collaborating with cross-functional teams.

The ideal candidate is a strategic thinker with a proven track record in consultative selling and strong communication skills.
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Position Requirements
10+ Years work experience
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