wealth-com - Regional Sales Manager
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Requirements
• Bachelor’s degree or equivalent relevant work experience required. • 3 years of sales experience (fintech preferred). • Willingness to travel up to 50%. • Proven track record of achieving/exceeding sales goals. • Self-starter who thrives in an entrepreneurial environment, capable of setting and achieving goals, executing plans, and working effectively with customers and the company’s management team. • Excellent communication, negotiation, organizational, and analytical skills. • Enjoys working in informal teams bonded by trust, equality, and sense of purpose
Responsibilities
• Revenue Generation: Drive net-new revenue and achieve established production targets and goals within the assigned territory. • Strategic Sales: Pursue sales opportunities through existing channels and markets strategically. • Customer Relationships: Leverage existing customer relationships to drive additional revenues from Named Enterprise Accounts in your territory. • Sales Execution: Execute sales call strategies, innovate to achieve or exceed growth through new sales, and sell additional products into your Named Accounts. • Coordination: Report to the Regional Director to coordinate sales activities and engage with partners. • Networking: Network through trade shows, social media, and other channels. • Target Achievement: Achieve sales targets with a focus on quality over quantity. • Presentations: Deliver compelling presentations and product demonstrations that show a deep understanding of the client's business needs and our value proposition. • Consultative Sales: Take a consultative approach to achieving sales outcomes by exemplifying our values around client centricity. • Client Education: Educate potential clients and their teams on the power of our dynamic digital estate planning platform. • Collaboration: Collaborate with colleagues across the organization, including leadership, product, and client success teams. • Pipeline Management: Create and manage your pipeline and forecast to management and help drive cross-functional alignment and expectations. • Customer Experience: Passionately supports our commitment to creating an outstanding experience for our prospects and customers. • Business Development Partnership: Partner with the BDR team aligning expectations on qualification of leads and outbound strategy.
Benefits
• Fully remote. We also meet together in person several times a year. • 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 insurance. • 100% paid parental leave upon eligibility. • Company equity managed through Carta. • 401k with match and 100% vesting upon hire. • 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. Celebrate, relax, and recharge without thinking twice.
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