Wealth
Wealth is the leading tech-based estate planning solution designed specifically for financial advisors. The platform provides an end-to-end solution for estate planning, allowing advisors to visualize the entire planning process through intuitive visualizations and insightful suggestions. Wealth combines cutting-edge technology, artificial intelligence, and human expertise to offer personalized and scalable estate planning services. It covers all U. S. jurisdictions and provides secure document storage and management. Wealth also facilitates client relationships by simplifying complex estate planning tasks, ultimately enriching the wealth management industry.
Regional Sales Manager - Northwest
February 20
🇺🇸 United States – Remote
💵 $180k - $230k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🤑 Sales
🦅 H1B Visa Sponsor
Wealth
Wealth is the leading tech-based estate planning solution designed specifically for financial advisors. The platform provides an end-to-end solution for estate planning, allowing advisors to visualize the entire planning process through intuitive visualizations and insightful suggestions. Wealth combines cutting-edge technology, artificial intelligence, and human expertise to offer personalized and scalable estate planning services. It covers all U. S. jurisdictions and provides secure document storage and management. Wealth also facilitates client relationships by simplifying complex estate planning tasks, ultimately enriching the wealth management industry.
📋 Description
• 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. • 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. • Your role involves identifying qualified leads, prospecting new customers, and overseeing sales activities across a specified territory of geographic accounts. • We are seeking candidates with an entrepreneurial spirit who thrive in high-energy environments and aren't afraid to roll up their sleeves.
🎯 Requirements
• Bachelor’s degree or equivalent relevant work experience required. • 3 years of sales experience (fintech preferred). • Willingness to travel up to 50%.
🏖️ 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
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