Account Executive - Commercial Sales

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.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.As an Account Executive- Central , you’ll play a pivotal role in driving growth by introducing our cutting-edge digital estate planning platform to financial advisory firms. You'll connect with prospective clients, communicate our value clearly, and guide them through a consultative sales process. Drive Growth: Engage new business opportunities and consistently meet or exceed revenue goals within your assigned territory. Leverage both existing networks and new channels to identify and pursue meaningful sales opportunities. Partner with internal teams—including Sales, Marketing, and Customer Success—to ensure alignment and deliver a cohesive client Clearly articulate the value of our platform, educating clients on how it supports their success and streamlines their work. Manage Pipeline: Take ownership of your sales pipeline, forecast accurately, and help drive team alignment through transparent reporting. Enhance Customer Experience: Champion our commitment to creating a positive, inclusive, and results-driven client journey. A self-starter with a collaborative mindset and a passion for solving customer challenges. Experience in SaaS sales, especially within the fintech or financial services sector, is a plus. Bachelor’s degree or equivalent experience—what matters most is your ability to deliver results and grow in the role. 3+ years of experience in a sales role, ideally in fintech, wealthtech, or a related SaaS environment. Willingness to travel occasionally (less than 10%) to support client and team engagement. Have a strong track record of meeting or exceeding sales targets. Bring strong communication, relationship-building, and negotiation skills to every interaction. Excel at staying organized, thinking analytically, and adapting to evolving priorities. Fully remote, flexible work environment. 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 Company equity managed through Carta. 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. Should you have a disability or special need that requires accommodation, please let us know.