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Sales Executive



About the Company:

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 difficult times.


  • Develop and nurture new relationships with financial services firms.
  • Make prospecting calls.
  • Build senior relationships with key decision makers at small, mid-sized, 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 the customer experience.
  • Conduct exceptional demos for customers.


  • Minimum of 3+ 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 quickly).
  • Exceptional written and verbal skills (English a must, multilingual a plus).
  • Presentation and demo skills both in-person and 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).


3 - 10 Years Work Experience
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