
11 - 50 employees
⚖️ Legal
💸 Finance
🏠 Real Estate
Legal • Finance • Real Estate
Wilson Hand LLP is a firm specializing in wealth management and tax mitigation strategies tailored for business owners, real estate investors, and affluent individuals. The company goes beyond traditional wealth management by offering personalized investment strategies designed to grow and protect wealth. Their services include asset protection, business succession planning, estate planning, and mergers and acquisitions. Wilson Hand LLP also assists with securities and corporate finance, tax controversy, and transnational planning, ensuring that clients' financial legacies are secure. By providing unique, personalized solutions, they address the complex challenges facing their clients, focusing on minimizing tax burdens and maximizing wealth preservation.
🔥 1 hour ago
⛷️ Utah – Remote
💵 $60k / year
⏳ Contract/Temporary
🟡 Mid-level
🟠 Senior
🧑💼 Account Executive
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11 - 50 employees
⚖️ Legal
💸 Finance
🏠 Real Estate
Legal • Finance • Real Estate
Wilson Hand LLP is a firm specializing in wealth management and tax mitigation strategies tailored for business owners, real estate investors, and affluent individuals. The company goes beyond traditional wealth management by offering personalized investment strategies designed to grow and protect wealth. Their services include asset protection, business succession planning, estate planning, and mergers and acquisitions. Wilson Hand LLP also assists with securities and corporate finance, tax controversy, and transnational planning, ensuring that clients' financial legacies are secure. By providing unique, personalized solutions, they address the complex challenges facing their clients, focusing on minimizing tax burdens and maximizing wealth preservation.
• Prospect, qualify, and close new business opportunities with small-to-enterprise-level American corporations • Conduct discovery calls with HR executives, CFOs, and business owners to understand benefits structures and explain how Wellness Pro reduces medical costs • Present and demonstrate the Wellness Pro employer dashboard and employee app • Navigate multi-stakeholder corporate sales environments and handle objections around plan restructurings, tax considerations, and legal alignment • Track lead performance and optimize campaigns using data and analytics • Accurately enter and verify client and transaction data in ZoHo CRM • Generate an average growth of 1,000 new members per month on an annual basis for the Wellness Pro program
• 3–5+ years of successful B2B sales experience, preferably in SaaS, corporate wellness, health insurance, or employee benefits • Familiarity with employer benefit structures, tax-advantaged healthcare programs, or preventive corporate care is highly preferred • Strong CRM skills (ZoHo preferred) and comfort pitching a technology-driven health product • Excellent communication, organization, and closing skills • Track record of selling directly to C-suite executives (CFOs, CHROs) • Ability to manage multiple priorities in a fast-paced environment • Leadership experience is a plus
• High-impact role with clear growth opportunities • Autonomy to build and refine lead strategies • Collaborative team and supportive leadership • Ability to earn another 60K in bonuses if KPIs are met
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