Regional Sales Manager – West Region

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Wealth.com

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

💼 Consulting

⚖️ Legal

🛡️ Insurance

Consulting • Legal • Insurance

Wealth. com is a modern, advisor-led estate planning platform that helps financial advisors, attorneys, trust companies, and enterprises create, visualize, and manage estate plans for clients across all wealth levels. The SaaS platform generates attorney-grade legal documents, provides an AI engine (Ester®) to extract and summarize complex plans, and offers tools like scenario modeling, visual reports, secure storage (Vault), and integrations with financial systems to support end-to-end estate planning workflows. Wealth. com is positioned for B2B distribution through wealth managers and institutions and emphasizes security, regulatory alignment, and scalability.

📋 Description

• Drive net-new revenue and achieve production targets within the assigned territory • Pursue sales opportunities through existing channels and markets • Leverage customer relationships to generate additional revenue from Named Enterprise Accounts • Execute sales call strategies and sell additional products into Named Accounts • Coordinate sales activities with the Regional Director and engage partners • Network through trade shows, social media, and other channels • Deliver compelling presentations and product demonstrations • Take a consultative approach to achieving sales outcomes • Educate potential clients and their teams about Wealth.com’s digital estate planning platform • Collaborate with leadership, product, client success, and other teams • Create and manage the sales pipeline and forecast to management • Partner with the BDR team on lead qualification and outbound strategy • Support an outstanding prospect and customer experience

🎯 Requirements

• Bachelor’s degree or equivalent relevant work experience required • 3 years of sales experience, preferably in fintech • Willingness to travel up to 50% • Proven track record of achieving or exceeding sales goals • Self-starter able to set and achieve goals, execute plans, and work effectively with customers and management • Excellent communication, negotiation, organizational, and analytical skills • Ability to work effectively in informal, trust-based teams

🏖️ Benefits

• Fully remote work • In-person team meetings several times a year • Medical, dental, and vision insurance options • 100% company-paid basic life insurance • Short-term and long-term disability insurance • 100% paid parental leave upon eligibility • Company equity managed through Carta • 401(k) with match and 100% vesting upon hire • Flexible PTO • Paid holidays • Birthday time off • Competitive salary