Regional Sales Manager

Summary

Join Wealth.com, the leading estate planning platform, as a Regional Sales Manager for the Northwest region. You will drive new business in the financial advisory market, identifying leads, prospecting customers, and overseeing sales activities. This role requires a proven track record of exceeding sales goals and strong communication skills. Wealth.com offers a collaborative and supportive culture, recognized as a Great Place to Work. The position includes competitive compensation, benefits, and the opportunity to contribute to a rapidly growing FinTech company. You will be responsible for achieving sales targets, managing your pipeline, and collaborating with colleagues across the organization. The ideal candidate is a self-starter with an entrepreneurial spirit.

Requirements

• Bachelor’s degree or equivalent relevant work experience
• 3 years of sales experience (fintech preferred)
• Willingness to travel up to 50%
• 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

Responsibilities

• Drive net-new revenue and achieve established production targets and goals within the assigned territory
• Pursue sales opportunities through existing channels and markets strategically
• Leverage existing customer relationships to drive additional revenues from Named Enterprise Accounts in your territory
• Execute sales call strategies, innovate to achieve or exceed growth through new sales, and sell additional products into your Named Accounts
• Report to the Regional Director to coordinate sales activities and engage with partners
• Network through trade shows, social media, and other channels
• Achieve sales targets with a focus on quality over quantity
• Deliver compelling presentations and product demonstrations that show a deep understanding of the client's business needs and our value proposition
• Take a consultative approach to achieving sales outcomes by exemplifying our values around client centricity
• Educate potential clients and their teams on the power of our dynamic digital estate planning platform
• Collaborate with colleagues across the organization, including leadership, product, and client success teams
• Create and manage your pipeline and forecast to management and help drive cross-functional alignment and expectations
• Passionately supports our commitment to creating an outstanding experience for our prospects and customers
• Partner with the BDR team aligning expectations on qualification of leads and outbound strategy

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
• $180,000 - $230,000 a year