Account Executive – Medical Equipment, Healthcare Supplies

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Wealth Management Group, LLC.

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 1998

💸 Finance

Finance • Wealth Management • Financial Planning

Wealth Management Group, LLC. is a comprehensive wealth management firm that specializes in retirement planning, investment management, tax strategies, estate planning, and fund management services for individuals and businesses. With a mission to ensure financial confidence for retirees, the company emphasizes a family-oriented approach, fostering long-term relationships and trust with its clients. Their expert team is dedicated to providing tailored financial advice and solutions that align with each client's unique goals and needs, ensuring an informed and strategic approach to wealth management.

📋 Description

• Conduct daily in-person visits to clinics, long-term care homes, retirement facilities, and rehabilitation centers, engaging directly with staff and decision-makers to understand ongoing needs and identify opportunities for product support and supply replenishment • Actively prospect and develop new accounts through door-to-door outreach and territory-based selling, building a pipeline of healthcare facilities and expanding market presence within the assigned region • Build and maintain long-term relationships with facility administrators, procurement teams, and healthcare staff by providing consistent follow-up, responsiveness, and dependable service support • Identify customer needs and recommend appropriate medical equipment and supply solutions, ensuring facilities are properly equipped to maintain patient care standards and operational efficiency • Manage and grow an assigned territory with a strong focus on new client acquisition while also ensuring existing accounts are nurtured and maintained for long-term retention • Follow up on quotes, orders, and ongoing supply requirements to ensure continuity of service, timely fulfillment, and a smooth customer experience from order to delivery • Coordinate with internal operations and logistics teams to support order fulfillment and customer satisfaction, ensuring accurate communication and resolution of any product or delivery issues • Maintain accurate records of activity, pipeline development, and customer interactions within CRM or tracking systems to ensure visibility, accountability, and effective territory management • Stay informed on product updates, industry trends, and competitor activity within the healthcare supply market to better position solutions and identify new sales opportunities

🎯 Requirements

• 1–3+ years of experience in field sales, territory sales, or B2B outside sales roles, ideally with a track record of developing business through in-person relationship building and cold outreach • Strong comfort level with daily travel and in-person, door-to-door business development, including working independently across a geographically defined territory • Proven ability to build relationships and influence decision-makers in person, particularly within professional or service-based environments • Highly self-motivated with strong organizational and time-management skills, capable of managing a full territory without constant supervision • Experience selling into healthcare, long-term care, or facility-based environments considered a strong asset, especially within medical supply or service-related industries • Valid driver’s license and access to reliable transportation required, as the role involves significant daily travel