Account Executive- Southeast

As an Account Executive- Southeast, you’ll play a pivotal role in driving growth by introducing our cutting-edge digital estate planning platform to financial advisory firms. You'll connect with prospective clients, communicate our value clearly, and guide them through a consultative sales process. We’re looking for driven, collaborative individuals who are excited to make an impact in a fast-paced, mission-driven environment. You will engage new business opportunities and consistently meet or exceed revenue goals within your assigned territory. You will leverage both existing networks and new channels to identify and pursue meaningful sales opportunities. Bring strong communication, relationship-building, and negotiation skills to every interaction.