Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.
A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
As the Regional Sales Manager for the Northwest region, you will be at the forefront of driving new business in the financial advisory market. Your role involves identifying qualified leads, prospecting new customers, and overseeing sales activities across a specified territory of geographic accounts. We are seeking candidates with an entrepreneurial spirit who thrive in high-energy environments and aren't afraid to roll up their sleeves.
Key Responsibilities:
- Revenue Generation: Drive net-new revenue and achieve established production targets and goals within the assigned territory.
- Strategic Sales: Pursue sales opportunities through existing channels and markets strategically.
- Customer Relationships: Leverage existing customer relationships to drive additional revenues from Named Enterprise Accounts in your territory.
- Sales Execution: Execute sales call strategies, innovate to achieve or exceed growth through new sales, and sell additional products into your Named Accounts.
- Coordination: Report to the Regional Director to coordinate sales activities and engage with partners.
- Networking: Network through trade shows, social media, and other channels.
- Target Achievement: Achieve sales targets with a focus on quality over quantity.
- Presentations: Deliver compelling presentations and product demonstrations that show a deep understanding of the client's business needs and our value proposition.
- Consultative Sales: Take a consultative approach to achieving sales outcomes by exemplifying our values around client centricity.
- Client Education: Educate potential clients and their teams on the power of our dynamic digital estate planning platform.
- Collaboration: Collaborate with colleagues across the organization, including leadership, product, and client success teams.
- Pipeline Management: Create and manage your pipeline and forecast to management and help drive cross-functional alignment and expectations.
- Customer Experience: Passionately supports our commitment to creating an outstanding experience for our prospects and customers.
- Business Development Partnership: Partner with the BDR team aligning expectations on qualification of leads and outbound strategy.
Qualifications:
- Bachelor’s degree or equivalent relevant work experience required.
- 3 years of sales experience (fintech preferred).
- Willingness to travel up to 50%.
Skills:
- Proven track record of achieving/exceeding sales goals.
- Self-starter who thrives in an entrepreneurial environment, capable of setting and achieving goals, executing plans, and working effectively with customers and the company’s management team.
- Excellent communication, negotiation, organizational, and analytical skills.
- Enjoys working in informal teams bonded by trust, equality, and sense of purpose.
Why You'll Love Working for wealth.com:
- Competitive Medical Plan Options for employees, spouse, family and domestic partners
- Dental and Vision Plan
- 100% company paid STD/LTD and Basic Life Insurance
- 401k with employer match and 100% vesting upon hire
- Stock Options
- Holidays and the day off for your birthday!
- Unlimited PTO
- Remote work
- Paid Parental Leave Policy
- Lifetime access to wealth.com platform
How to Apply: If you are passionate about driving growth and excited to join a forward-thinking team, we would love to hear from you. Please submit your resume and a cover letter detailing your relevant experience and why you are a great fit for this role.
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
What We Do
Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.
