Wealth.com
estate planning
AccountExecutive-Central
Neural analysis suggests this role is
optimal for Mid candidates.
“Account Executive - Central at Wealth.com. Skills: sales, revenue generation, client relationship management. Drive Growth: Engage new business opportunities and consistently meet or exceed revenue goals within your assigned territory.. Strategic Selling: Leverage both existing networks and new channels to identify and pursue meaningful sales opportunities.”
What You'll Achieve.
consistently meet or exceed revenue goals within your assigned territory; track record of meeting or exceeding sales targets
Industry & Context.
passion for solving customer challenges; analytical thinking
Willingness to travel occasionally (less than 10%) to support client and team engagement.
What They're Looking For.
Must Have
3+ years of experience in a sales role, Bachelor's degree or equivalent experience
Nice to Have
Experience in SaaS sales, especially within the fintech or financial services sector, Experience in fintech, wealthtech, or a related SaaS environment
What You'll Do.
Drive Growth: Engage new business opportunities and consistently meet or exceed revenue goals within your assigned territory.
Strategic Selling: Leverage both existing networks and new channels to identify and pursue meaningful sales opportunities.
Lead with Insight: Deliver insightful product demos and meetings that speak directly to a client’s challenges and goals.
Educate and Empower: Clearly articulate the value of our platform
educating clients on how it supports their success and streamlines their work.
Consultative Approach: Build authentic relationships with prospective clients by listening
understanding their needs
and offering tailored solutions.
Manage Pipeline: Take ownership of your sales pipeline
and help drive team alignment through transparent reporting.
Enhance Customer Experience: Champion our commitment to creating a positive
and results-driven client journey.
Partner with BDRs: Work closely with Business Development Representatives to align on lead qualification and outbound strategies.
How You'll Work.
Team & Collaboration
Collaborate Cross-Functionally: Partner with internal teams—including Sales, Marketing, and Customer Success—to ensure alignment and deliver a cohesive client experience.; Partner with BDRs: Work closely with Business Development Representatives to align on lead qualification and outbound strategies.; Enjoy collaborating across teams and value working in an environment built on trust, purpose, and shared success.
Communication Scope
communication skills with the ability to build trust and rapport across diverse audiences; communication, relationship-building, and negotiation skills
Full Job Description
Wealth.com http://wealth.com/ is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com http://wealth.com/ enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com http://wealth.com/ combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com http://wealthmanagement.com/ Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study. Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com http://wealth.com/ a truly enjoyable workplace. Wealth.com http://wealth.com/ is proud to be certified as a Great Place to Work for 2025. As an Account Executive- Central , you’ll play a pivotal role in driving growth by introducing our cutting-edge digital estate planning platform to financial advisory firms. You'll connect with prospective clients, communicate our value clearly, and guide them through a consultative sales process. We’re looking for driven, collaborative individuals who are excited to make an impact in a fast-paced, mission-driven environment. What You'll Do - Drive Growth: Engage new business opportunities and consistently meet or exceed revenue goals within your assigned territory. - Strategic Selling: Leverage both existing networks and n
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