Regional Account Executive

Trust Point Inc. La Crosse , WI 54601

Posted 2 weeks ago

Does your Company offer you a challenging, rewarding sales career without the pressures of cold calling? If not then come see why Trust Point Inc. is "The Best Choice for Your Future"!

Established in 1913, Trust Point Inc. is a privately-held investment and trust management firm that prides itself on objectively recommending the best financial options for its' clients. We work with high-net-worth clients, business owners and foundations to offer them a full range of financial and advisory services.

We've grown significantly over the past decade and are now searching for a highly talented, aggressive, hard working individual to join our Account Executive team in our La Crosse, WI. office.


  • Amplify your sales career with an expanding multi-billion dollar company.

  • Receive ongoing education.

  • Base salary plus uncapped commission compensation structure.

  • Respond to warm leads from centers of influence and internal partners.

  • An energetic team environment.

  • Enhance your professional image and community involvement.


  • Thorough understanding of services we provide in order to develop new business & expand existing accounts. Delivery of our trustworthy administrative and investment services.

  • Continual knowledge maintenance in order to provide our clients and prospects with the most up-to-date information.

  • Ability to effectively network with centers of influence & internal partners to maximize new business sourcing opportunities.

  • Active participation in community activities to enhance your image and the position of the company.

  • Ability to work with our current staff to help build and grow your book of business


  • Bachelors Degree in Finance or other Business Domain

  • A proven track record in sales and new business development

  • Financial sales background is a plus

  • Advanced interpersonal skills, professional demeanor, integrity, and goal-orientated with an entrepreneurial spirit

  • Excellent written and oral communication/presentation skills.

  • The ability to work in a team environment alongside highly credentialed staff.

  • Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint & Outlook), required.

  • CFP or CTFA designation is a plus!

Aligning Your Goals with Vision for The Future!

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Regional Account Executive

Trust Point Inc.