Regional Sales Manager – West Region

This is a fully remote position, open to applicants in United States.

📋 Description

• Drive new revenue and meet production targets within the designated territory.

• Seek sales opportunities through established channels and markets.

• Utilize customer relationships to generate additional revenue from Named Enterprise Accounts.

• Implement sales call strategies and promote additional products within Named Accounts.

• Coordinate sales initiatives with the Regional Director and engage with partners.

• Network through trade shows, social media, and various other channels.

• Deliver persuasive presentations and product demonstrations.

• Adopt a consultative approach to achieving sales results.

• Educate potential clients and their teams about Wealth.com’s digital estate planning platform.

• Collaborate with leadership, product, client success, and other teams.

• Create and manage the sales pipeline and provide forecasts to management.

• Work with the BDR team on lead qualification and outbound strategies.

• Ensure an exceptional experience for both prospects and customers.

⛳️ Requirements

• Bachelor’s degree or equivalent relevant work experience is required.

• Minimum of 3 years of sales experience, preferably in the fintech sector.

• Willingness to travel up to 50% of the time.

• Proven ability to achieve or surpass sales targets.

• Self-motivated individual capable of setting and attaining goals, executing plans, and working efficiently with customers and management.

• Strong communication, negotiation, organizational, and analytical skills.

• Ability to thrive in informal, trust-based team environments.

🏝️ Benefits

• Fully remote work arrangement.

• In-person team meetings held several times a year.

• Options for medical, dental, and vision insurance.

• 100% company-funded basic life insurance.

• Short-term and long-term disability insurance coverage.

• 100% paid parental leave upon meeting eligibility requirements.

• Company equity managed through Carta.

• 401(k) plan with matching contributions and 100% vesting upon hire.

• Flexible paid time off (PTO).

• Paid holidays and additional birthday time off.

• Competitive salary package.