Account Executive - Northwest - Remote

Overview

Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. As an Account Executive- Northwest, you’ll play a pivotal role in driving growth by introducing our cutting-edge digital estate planning platform to financial advisory firms.

In Short

• Drive growth by engaging new business opportunities.
• Leverage existing networks to identify sales opportunities.
• Collaborate with internal teams for cohesive client experiences.
• Deliver insightful product demos tailored to client needs.
• Educate clients on the platform’s value and benefits.
• Build authentic relationships through a consultative approach.
• Manage sales pipeline and report transparently.
• Enhance customer experience through positive engagement.
• Work closely with Business Development Representatives.

Requirements

• Self-starter with a collaborative mindset.
• Strong communication skills to build trust.
• Experience in SaaS sales, preferably in fintech.
• Commitment to continuous learning and adaptability.
• Willingness to travel occasionally (less than 10%).

Benefits

• Competitive Medical Plan Options.
• Dental and Vision Plan.
• 100% company paid STD/LTD and Life Insurance.
• 401k with employer match and 100% vesting upon hire.
• Stock Options.
• Unlimited PTO.
• Remote work options.
• Paid Parental Leave Policy.
• Lifetime access to wealth.com platform.