<div><a href="http://Wealth.com"><span>Wealth.com</span></a><span> 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. </span></div><div><br /></div><div><span>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</span><span>’s Best Workplaces for Innovators!</span></div><div><br /></div><div><span>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. Youll 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.</span></div><h3>What Youll Do</h3><ul><li>Drive Growth: Engage new business opportunities and consistently meet or exceed revenue goals within your assigned territory.</li><li>Strategic Selling: Leverage both existing networks and new channels to identify and pursue meaningful sales opportunities.</li><li>Collaborate Cross-Functionally: Partner with internal teams—including Sales, Marketing, and Customer Success—to ensure alignment and deliver a cohesive client </li><li>Lead with Insight: Deliver insightful product demos and meetings that speak directly to a client’s challenges and goals.</li><li>Educate and Empower: Clearly articulate the value of our platform, educating clients on how it supports their success and streamlines their work.</li><li>Consultative Approach: Build authentic relationships with prospective clients by listening, understanding their needs, and offering tailored solutions.</li><li>Manage Pipeline: Take ownership of your sales pipeline, forecast accurately, and help drive team alignment through transparent reporting.</li><li>Enhance Customer Experience: Champion our commitment to creating a positive, inclusive, and results-driven client journey.</li><li>Partner with BDRs: Work closely with Business Development Representatives to align on lead qualification and outbound strategies.</li></ul><h3>  What We’re Looking For</h3><ul><li>A self-starter with a collaborative mindset and a passion for solving customer challenges.</li><li>Strong communication skills with the ability to build trust and rapport across diverse audiences.</li><li>Experience in SaaS sales, especially within the fintech or financial services sector, is a plus.</li><li>A commitment to continuous learning and openness to feedback in a fast-moving environment.</li><li>Comfort navigating ambiguity and a willingness to roll up your sleeves when needed.</li></ul><h3>What You Bring:</h3><ul><li>Bachelor’s degree or equivalent experience—what matters most is your ability to deliver results and grow in the role.</li><li>3+ years of experience in a sales role, ideally in fintech, wealthtech, or a related SaaS environment.</li><li>Willingness to travel occasionally (less than 10%) to support client and team engagement.</li></ul><h3>You’re a Great Fit If You:</h3><ul><li>Have a strong track record of meeting or exceeding sales targets.</li><li>Are a proactive self-starter who thrives in fast-moving, entrepreneurial settings.</li><li>Bring strong communication, relationship-building, and negotiation skills to every interaction.</li><li>Enjoy collaborating across teams and value working in an environment built on trust, purpose, and shared success.</li><li>Excel at staying organized, thinking analytically, and adapting to evolving priorities.</li></ul><h3>Why Youll Love Working For wealth.com:</h3><ul><li>Competitive Medical Plan Options for employees, spouse, family and domestic partners</li><li>Dental and Vision Plan</li><li>100% company paid STD/LTD and Basic Life Insurance</li><li>401k with employer match and 100% vesting upon hire</li><li>Stock Options</li><li>Holidays and the day off for your birthday!</li><li>Unlimited PTO</li><li>Remote work</li><li>Paid Parental Leave Policy</li><li>Lifetime access to <a href="http://wealth.com">wealth.com</a> platform </li></ul><div><span>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.</span></div>

Wealth.com

Account Executive - Southeast

Wealth.com

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