Website Wealth.com
The AI-Powered Estate & Tax Planning Platform
🌟 About This Opportunity
Wealth.com is hiring an Account Executive to help expand its digital estate planning platform across financial advisory and wealth management firms in the United States.
This remote sales opportunity is ideal for professionals experienced in SaaS, fintech, wealthtech, or consultative B2B sales who enjoy relationship-building, strategic selling, and helping clients adopt innovative financial technology solutions.
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🏢 About Wealth.com
Wealth.com is a technology platform focused on modernizing estate planning for financial institutions and advisory firms.
The company provides AI-powered estate planning solutions designed to help firms improve efficiency, streamline client experiences, and support long-term financial planning strategies. Wealth.com works with leading financial organizations and has earned industry recognition for innovation and market leadership within the estate planning and wealth technology space. Information adapted from the provided role details.
💼 About the Role
As an Account Executive, you will focus on generating new business opportunities and helping financial advisory firms understand the value of Wealth.com’s estate planning platform.
You will manage the sales process from relationship-building and discovery calls to product demonstrations and pipeline management. The role requires a consultative sales approach, strong communication skills, and the ability to work collaboratively across sales, marketing, and customer success teams.
This position is ideal for motivated professionals who thrive in fast-paced SaaS environments and enjoy helping clients solve business challenges through technology.
🔧 Key Responsibilities
- Drive new business growth within assigned territory
- Build relationships with prospective financial advisory firms
- Conduct consultative sales conversations and product demonstrations
- Collaborate with Sales, Marketing, and Customer Success teams
- Manage and maintain sales pipeline activity
- Support lead qualification and outbound sales strategies
- Educate prospects on platform capabilities and business value
- Provide accurate forecasting and reporting updates
- Deliver a positive and client-focused sales experience
✅ Requirements & Skills
Required Qualifications
- 3+ years of experience in sales or business development
- Experience in SaaS, fintech, wealthtech, or financial services preferred
- Strong communication and relationship-building abilities
- Consultative sales and negotiation skills
- Ability to manage multiple priorities and opportunities
- Self-motivated and proactive mindset
- Strong organizational and analytical skills
- Ability to work independently in remote environments
- Bachelor’s degree or equivalent experience
Nice to Have
- Experience selling financial technology products
- Knowledge of wealth management or estate planning industries
- Familiarity with B2B SaaS sales cycles
- Experience collaborating with cross-functional growth teams
🌍 Work Environment & Benefits
✨ Fully remote and flexible work environment
✨ Competitive compensation package
✨ Company equity opportunities
✨ Medical, dental, and vision coverage
✨ 401(k) with company match
✨ Flexible paid time off
✨ Paid parental leave
✨ Career growth and development opportunities
✨ Collaborative and mission-driven culture
🔍 Career Insight & Industry Trends
Account Executives with experience in SaaS, fintech, wealth management, and consultative sales are increasingly valuable as financial institutions continue adopting digital platforms and AI-powered technology solutions.
Companies are actively seeking sales professionals who can combine relationship management, strategic selling, and financial technology knowledge to support long-term client growth and adoption.
🎯 Relevant Career Searches
This opportunity may be ideal for candidates searching for:
- Remote Account Executive Jobs
- SaaS Sales Careers
- Fintech Sales Jobs
- WealthTech Careers
- Remote B2B Sales Roles
- Financial Technology Sales Jobs
- Remote SaaS Account Executive Careers
- Consultative Sales Opportunities
📩 How to Apply
Official Application Link:
https://jobs.ashbyhq.com/wealth-com/f1c33a69-3555-408a-900a-3ee9c8d11a13
📌 Important Note
Applications are processed directly through the employer’s official website.
WorkinVirtual does not manage or process applications on behalf of employers.