Regional Sales Manager - West Region

Wealth.com
United States
Workplace: RemoteFull timeUSD 160,000 - 180,000 annuallyFunction: SalesEducation: bachelorsSkills: ["Communication","Negotiation","Organizational skills","Analytical skills","Self-starter"]

Drive net-new revenue and sales execution across a specified territory of geographic enterprise accounts in the financial advisory market. Own lead identification, prospecting, and consultative selling, including product demonstrations and client education on digital estate planning. Coordinate with a Regional Director and collaborate cross-functionally with leadership, product, client success, and the BDR team. Build and manage pipeline, forecast accurately, and achieve targets with a focus on quality.

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FursaFursa
Wealth.com
Wealth.com
1 day ago

Regional Sales Manager - West Region

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Last checked: 2 hours agoStatus: Live

Job Summary

Drive net-new revenue and sales execution across a specified territory of geographic enterprise accounts in the financial advisory market. Own lead identification, prospecting, and consultative selling, including product demonstrations and client education on digital estate planning. Coordinate with a Regional Director and collaborate cross-functionally with leadership, product, client success, and the BDR team. Build and manage pipeline, forecast accurately, and achieve targets with a focus on quality.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •Drive net-new revenue and achieve established production targets within the assigned territory.
  • •Pursue strategic sales opportunities through existing channels and markets.
  • •Leverage Named Enterprise Accounts to drive additional revenue and execute sales call strategies.
  • •Deliver presentations and product demonstrations while taking a consultative, client-centric approach.
  • •Manage pipeline and forecast, coordinate sales activities with the Regional Director, and partner with the BDR team on lead qualification and outbound strategy.
Travel: High travel

Pay and Benefits

Salary: USD 160,000 - 180,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kEquityRemote WorkPaid Leave

Key Requirements

  • •Bachelor’s degree or equivalent relevant work experience.
  • •3 years of sales experience (fintech preferred).
  • •Willingness to travel up to 50%.
  • •Proven track record of achieving or exceeding sales goals.
  • •Excellent communication, negotiation, organizational, and analytical skills.
Experience:Fintech
Education:Bachelor's
Skills:CommunicationNegotiationOrganizational skillsAnalytical skillsSelf-starter
Tech Stack:Carta

Company Brief

Wealth.com
Operates an online wealth management platform providing digital investment management, financial planning tools, and portfolio services to retail and high-net-worth clients, aiming to simplify investing and personalize financial advice through technology.
Industry: Wealth Management
Website