Regional Sales Manager

Wealth.com

Remote regions

US

Benefits

Unlimited PTO

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About the Role:

  • This position is key in driving new business within the financial advisory market.
  • The regional sales manager identifies leads, prospects, and manages sales across a defined territory.

Key Responsibilities:

  • Generate revenue and meet production targets.
  • Leverage existing customer relationships to expand revenue.
  • Execute sales call strategies and network at events.

Qualifications:

  • Bachelor's degree or equivalent experience.
  • 3+ years of sales experience, fintech preferred.
  • Proven track record of exceeding sales goals.

Benefits:

  • Fully remote with in-person meetings.
  • Comprehensive medical, dental, and vision with low premiums.
  • Flexible PTO, 401(k) with match, and paid parental leave.

Wealth.com

Wealth.com is the industry's leading estate planning platform, empowering over 1,000 wealth management firms to modernize estate planning with a tech-led, end-to-end solution. The company has a collaborative and supportive culture, and is certified as a Great Place to Work for 2025.

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