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Wealth.com is a leading estate planning platform serving over 1,000 wealth management firms. The company combines proprietary AI, robust security, and deep legal expertise to modernize how financial institutions approach estate planning. Wealth.com has won multiple industry awards including Top Estate Planning Technology (2025 WealthManagement.com Awards) and is certified as a Great Place to Work for 2025.
As Regional Sales Manager, you will drive new business growth across a designated geographic territory within the financial advisory market. You'll identify and prospect qualified leads, manage a pipeline of Named Enterprise Accounts, and execute a consultative sales approach that emphasizes understanding client needs and demonstrating product value.
Key responsibilities include: achieving revenue targets and production goals; pursuing strategic sales opportunities through existing and new channels; leveraging customer relationships to expand within Named Accounts; executing sales call strategies and product demonstrations; managing pipeline forecasts; coordinating with the Regional Director and cross-functional teams (product, client success, BDR); networking at trade shows and via social media; and educating prospects on the digital estate planning platform.
You'll collaborate closely with leadership, product teams, and client success to ensure alignment and deliver exceptional customer experiences. The role requires a consultative, client-centric mindset and the ability to work effectively in an informal, trust-based team environment.
The position is fully remote with in-person team meetings several times per year. Travel up to 50% is expected for client engagement and networking.
