As an Account Executive, you'll drive growth by engaging with financial advisory firms to introduce estate planning solutions, managing the sales pipeline, and collaborating with internal teams.
Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.
A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
As an Account Executive, 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 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.
What We’re Looking For
- 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.
- Experience in SaaS sales, especially within the fintech or financial services sector, is a plus.
- 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.
What You Bring:
- 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.
You’re a Great Fit If You:
- 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
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
Top Skills
AI
Fintech
SaaS
Wealthtech
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