Job Overview
Location
Remote, United States
Job Type
Full-time
Category
Sales
Date Posted
May 3, 2026
Full Job Description
đź“‹ Description
- • As a Regional Sales Manager at Wealth.com Inc., you will drive new business in the financial advisory market by identifying qualified leads, prospecting new customers, and overseeing sales activities across a specified territory of geographic accounts, playing a critical role in expanding the company’s estate planning platform reach.
- • Day to day, you will execute sales call strategies, deliver compelling presentations and product demonstrations, manage your sales pipeline and forecast, collaborate with product and client success teams, network through trade shows and social media, and partner with the BDR team to align on lead qualification and outbound strategy while maintaining a consultative, client-centric approach.
- • Wealth.com Inc. is the industry’s leading estate planning platform, empowering over 1,000 wealth management firms with a tech-led, end-to-end solution built for financial institutions, recognized for innovation and certified as a Great Place to Work for 2025, fostering a collaborative and supportive environment where innovation thrives.
- • In this role, you will develop expertise in consultative sales within the fintech and wealth management space, achieve measurable revenue growth, strengthen your ability to manage complex sales cycles, and grow into a trusted advisor who educates clients on sophisticated estate planning solutions while building lasting enterprise relationships.
🎯 Requirements
- • Bachelor’s degree or equivalent relevant work experience required
- • 3 years of sales experience (fintech preferred)
- • Proven track record of achieving/exceeding sales goals
- • Willingness to travel up to 50%
- • Excellent communication, negotiation, organizational, and analytical skills
- • Self-starter who thrives in an entrepreneurial environment
🏖️ Benefits
- • Competitive salary
- • Fully remote with periodic in-person meetings
- • Excellent medical, dental, and vision insurance with low-cost premiums
- • 100% company-paid basic life, 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 including birthday holidays
Skills & Technologies
About Wealth.com Inc.
Wealth.com is a digital estate-planning platform that helps individuals create, store and share legal documents such as wills, trusts and advance directives. The cloud-based service guides users through attorney-approved templates, supports real-time collaboration with family and advisors, and provides secure document vaults with bank-level encryption. Integrated tools track assets, beneficiaries and final wishes while offering optional legal review and notarization. Designed for U.S. residents, the platform updates plans automatically when laws or personal circumstances change and delivers 24/7 access via web and mobile applications.
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