Your browser cookies must be enabled in order to apply for this job. Please contact if you need further instruction on how to do that.

Sales Executive

Sales | New York, NY | Full Time

Job Description

About the Company

Everplans is the leading life and legacy planning platform designed to help people get together the most important information, documents and wishes that their families need in one place in case something were to happen to them. Everplans is used by hundreds of financial services firms across the country to deepen their relationships with clients, do unique fact finding, and conduct multi-generational planning.


We are looking for someone  with high energy, who is tech-savvy, detail-oriented and has financial services experience. This person will join a rapidly growing sales organization and will be expected to hit the ground running immediately. Join a fast-growing, venture-backed and mission-driven company. Our tight-knit team is dedicated to excellence across all areas of the business. We are passionate about our product as well as improving people's lives during a difficult time.



  • Develop and nurture new relationships with financial services firms

  • Make prospecting calls  

  • Build senior relationships with key decision makers at small, mid, and large-sized financial services firms, including RIA, Broker Dealer, Bank and Insurance Companies

  • Anticipate customer needs and surface insights to product and marketing to enhance customer’s experience

  • Conduct exceptional demos for customers



  • Minimum of 5+ years of sales experience

  • Highly collaborative team player

  • Motivated and able to work independently

  • Detail-oriented and fast-paced worker

  • Experience managing a pipeline of both transactional and enterprise sales

  • Fast learner, and strong technical capabilities (ability to learn new features and functions instantaneously)

  • Exceptional written and verbal skills (English a must, multilingual a plus)

  • Presentation and Demo skills both in person or via webinar/

  • Understanding of CRM tools (Salesforce and Pardot experience also a plus)

  • Understanding of SaaS services/cloud technologies

  • Willingness to travel in the event of an on-site demo

  • Constant desire to make things better


Bonus Points

  • Strong background in SAAS sales and intimate understanding of the financial services sector

  • Experience selling technology to financial advisors



  • Our offices are located in the Union Square/Flatiron area. The position includes base salary plus commission as well as full benefits (medical/dental/vision/401K).