Account Executive

Summary

Join Wealth.com, a leading estate planning platform, as an Account Executive to drive growth by introducing our cutting-edge digital platform to financial advisory firms. You will engage new business opportunities, meet revenue goals, leverage existing and new networks for sales, and collaborate with internal teams. Responsibilities include delivering insightful product demos, educating clients, building relationships, managing your sales pipeline, and enhancing customer experience. The ideal candidate is a self-starter with strong communication skills and experience in SaaS sales, particularly within fintech or financial services. A Bachelor's degree or equivalent experience is required, along with 3+ years of sales experience. Wealth.com offers a competitive compensation package and benefits.

Requirements

• A self-starter with a collaborative mindset and a passion for solving customer challenges
• Strong communication skills with the ability to build trust and rapport across diverse audiences
• A commitment to continuous learning and openness to feedback in a fast-moving environment
• Comfort navigating ambiguity and a willingness to roll up your sleeves when needed
• Bachelor’s degree or equivalent experience—what matters most is your ability to deliver results and grow in the role
• 3+ years of experience in a sales role, ideally in fintech, wealthtech, or a related SaaS environment
• Willingness to travel occasionally (less than 10%) to support client and team engagement

Responsibilities

• 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
• Collaborate Cross-Functionally: Partner with internal teams—including Sales, Marketing, and Customer Success—to ensure alignment and deliver a cohesive client
• 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, forecast accurately, and help drive team alignment through transparent reporting
• Enhance Customer Experience: Champion our commitment to creating a positive, inclusive, and results-driven client journey
• Partner with BDRs: Work closely with Business Development Representatives to align on lead qualification and outbound strategies

Preferred Qualifications

• Experience in SaaS sales, especially within the fintech or financial services sector, is a plus
• Have a strong track record of meeting or exceeding sales targets
• Are a proactive self-starter who thrives in fast-moving, entrepreneurial settings
• Bring strong communication, relationship-building, and negotiation skills to every interaction
• Enjoy collaborating across teams and value working in an environment built on trust, purpose, and shared success
• Excel at staying organized, thinking analytically, and adapting to evolving priorities

Benefits

• 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