Account Executive - Southeast - Remote

Overview

As an Account Executive at Wealth.com, you will play a pivotal role in driving growth by introducing our cutting-edge digital estate planning platform to financial advisory firms.

In Short

• Drive Growth: Engage new business opportunities and consistently meet or exceed revenue goals.
• Strategic Selling: Identify and pursue meaningful sales opportunities.
• Collaborate Cross-Functionally: Partner with internal teams to ensure alignment.
• Lead with Insight: Deliver insightful product demos to clients.
• Educate and Empower: Articulate the value of our platform to clients.
• Consultative Approach: Build authentic relationships with clients.
• Manage Pipeline: Take ownership of your sales pipeline and forecast accurately.
• Enhance Customer Experience: Champion a positive client journey.
• Partner with BDRs: Align with Business Development Representatives on strategies.

Requirements

• 3+ years of experience in a sales role, ideally in fintech or SaaS.
• Strong communication skills and ability to build trust.
• Self-starter with a collaborative mindset.
• Comfort navigating ambiguity and willingness to engage.
• Bachelor’s degree or equivalent experience.

Benefits

• Competitive Medical Plan Options.
• Dental and Vision Plan.
• 100% company paid STD/LTD and Basic Life Insurance.
• 401k with employer match.
• Stock Options.
• Unlimited PTO.
• Remote work.
• Paid Parental Leave Policy.