Wealth.com→
Regional Sales Manager at Wealth.com in Remote
Job Description
Title: Regional Sales Manager (Mid Market)
Location: Remote, USA
About Us
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.
Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.
The Opportunity
As the Regional Sales Manager, you will be at the forefront of driving new business in the financial advisory market. 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.
Key Responsibilities:
Revenue Generation: Drive net-new revenue and achieve established production targets and goals within the assigned territory.
Strategic Sales: Pursue sales opportunities through existing channels and markets strategically.
Customer Relationships: Leverage existing customer relationships to drive additional revenues from Named Enterprise Accounts in your territory.
Sales Execution: Execute sales call strategies, innovate to achieve or exceed growth through new sales, and sell additional products into your Named Accounts.
Coordination: Report to the Regional Director to coordinate sales activities and engage with partners.
Networking: Network through trade shows, social media, and other channels.
Target Achievement: Achieve sales targets with a focus on quality over quantity.
Presentations: Deliver compelling presentations and product demonstrations that show a deep understanding of the client's business needs and our value proposition.
Consultative Sales: Take a consultative approach to achieving sales outcomes by exemplifying our values around client centricity.
Client Education: Educate potential clients and their teams on the power of our dynamic digital estate planning platform.
Collaboration: Collaborate with colleagues across the organization, including leadership, product, and client success teams.
Pipeline Management: Create and manage your pipeline and forecast to management and help drive cross-functional alignment and expectations.
Customer Experience: Passionately supports our commitment to creating an outstanding experience for our prospects and customers.
Business Development Partnership: Partner with the BDR team aligning expectations on qualification of leads and outbound strategy.
Qualifications and Skills:
Bachelor’s degree or equivalent relevant work experience required.
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
Benefits & Perks
Competitive salary.
Fully remote. We also 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 insurance.
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.
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.