Account Executive – Central

Wealth.com

Account Executive introducing Wealth.com’s estate planning platform to financial advisory firms. Engaging clients, educating on value, and driving sales in a mission-driven environment.

Posted 5/14/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 - $140,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.
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.

Benefits

Comp & perks

Competitive Salary.
Fully remote, flexible work environment. We do however meet together in person several times a year.
Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
100% Company Paid Basic Life Insurance, Short Term and Long Term Disability
100% Paid Parental Leave upon eligibility
Company equity managed through Carta.
401k with Match and 100% vesting upon hire.
Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
Free estate planning for life!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SaaS salessales pipeline managementforecastingproduct demonstrationsconsultative selling

Soft Skills

collaborative mindsetstrong communicationbuilding trustrelationship buildingproblem solvingadaptabilitycontinuous learning

Certifications

Bachelor's degree