Sales Executive Succession Planning Advisory

Sales Executive Succession Planning Advisory Positions Open: 10 (23 per location) Base Location: Kozhikode / Malappuram / Kottayam / Kochi (candidate assigned to one territory) Reports To: Director of Business Development Experience: 37 years in B2B/B2C sales, preferably in financial services, insurance, wealth management, legal advisory, or high-value consultative selling Employment Type: Full-time About the Role We're hiring Sales Executives across our four focus territories Kozhikode, Malappuram, Kottayam, and Kochi (23 executives per location) to drive client acquisition and deepen our presence in each market. Each executive will be based in and dedicated to a single territory. We're looking for sharp, driven, and emotionally intelligent individuals who can engage business owners and families on sensitive succession matters and close high-value, high-consideration sales. This is a field-intensive role requiring regular local travel and client visits. Key Responsibilities Identify and pursue prospective clients business owners, family businesses, and individuals for succession planning solutions (Will and Private Family Trust) within the assigned territoryConduct in-person client meetings to understand business ownership structures, family dynamics, assets, and succession concerns with sensitivity and discretionPresent and explain the value of succession planning instruments including legal heir identification for business continuity and structured asset distribution in a clear, trust-building mannerConsistently work toward assigned sales targets within defined timelinesTravel regularly within the assigned city/territory for client meetings, referral visits, and eventsBuild a strong referral network through CAs, lawyers, wealth managers, business consultants, and existing clientsManage the full sales cycle prospecting, needs discovery, proposal, objection handling, and closingMaintain accurate records of client interactions and pipeline status in CRMReport regularly to the Director of Business Development on territory performance, pipeline health, and market feedbackEnsure a high standard of client experience given the sensitive, personal, and sometimes complex (business ownership) nature of the productWhat We're Looking For 37 years of proven sales experience, ideally in financial services, insurance, wealth advisory, legal, or premium consultative salesStrong track record of working toward and achieving sales targetsHighly competitive, self-driven, and resilient comfortable in a target-based, high-activity roleHigh emotional intelligence and client sensitivity ability to navigate conversations involving death, inheritance, business succession, and family dynamics with empathy and tactExcellent communication, relationship-building, and negotiation skillsAbility to build credibility and trust quickly with clients including business owners and family decision-makers often during vulnerable or high-stakes discussionsComfortable with regular field travel within the assigned cityFluency in Malayalam and English (working proficiency)Bachelor's degree required; background in finance, law, or business preferredPrior exposure to estate planning, business succession, insurance, or wealth products is a strong plusLocal market knowledge of the assigned territory (Kozhikode/Malappuram/Kottayam/Kochi) preferredWhat We Offer Competitive base salary + target-based incentive structureFast-track growth into senior advisory/leadership roles reporting up through the Business Development functionOpportunity to work with a discerning client business families and individuals alike in a high-trust, high-value domainPay: 20,000.00 - 35,000.00 per month Work Location: In person .