About the role
Wealth.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.com enables firms to drive scale, efficiency, and measurable client impact. 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.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025. 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. 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
