Account Executive - Southeast

Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.

A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!

As an Account Executive- Southeast, 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. We’re looking for driven, collaborative individuals who are excited to make an impact in a fast-paced, mission-driven environment.

What You'll Do

• Drive Growth: Engage new business opportunities and consistently meet or exceed revenue goals within your assigned territory.

• Strategic Selling: Leverage both existing networks and new channels to identify and pursue meaningful sales opportunities.

• Collaborate Cross-Functionally: Partner with internal teams—including Sales, Marketing, and Customer Success—to ensure alignment and deliver a cohesive client

• Lead with Insight: Deliver insightful product demos and meetings that speak directly to a client’s challenges and goals.

• Educate and Empower: Clearly articulate the value of our platform, educating clients on how it supports their success and streamlines their work.

• Consultative Approach: Build authentic relationships with prospective clients by listening, understanding their needs, and offering tailored solutions.

• 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.

• Partner with BDRs: Work closely with Business Development Representatives to align on lead qualification and outbound strategies.

What We’re Looking For

• A self-starter with a collaborative mindset and a passion for solving customer challenges.

• Strong communication skills with the ability to build trust and rapport across diverse audiences.

• Experience in SaaS sales, especially within the fintech or financial services sector, is a plus.

• A commitment to continuous learning and openness to feedback in a fast-moving environment.

• Comfort navigating ambiguity and a willingness to roll up your sleeves when needed.

What You Bring:

• 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.

You’re a Great Fit If You:

• Have a strong track record of meeting or exceeding sales targets.

• Are a proactive self-starter who thrives in fast-moving, entrepreneurial settings.

• Bring strong communication, relationship-building, and negotiation skills to every interaction.

• Enjoy collaborating across teams and value working in an environment built on trust, purpose, and shared success.

• Excel at staying organized, thinking analytically, and adapting to evolving priorities.

Why You'll Love Working For wealth.com:

• Competitive Medical Plan Options for employees, spouse, family and domestic partners

• Dental and Vision Plan

• 100% company paid STD/LTD and Basic Life Insurance

• 401k with employer match and 100% vesting upon hire

• Stock Options

• Holidays and the day off for your birthday!

• Unlimited PTO

• Remote work

• Paid Parental Leave Policy

• Lifetime access to wealth.com platform

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.