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Wealth.comPosted 1 week ago

Regional Sales Manager - West Region

$160,000–$180,000 year

RemoteUnited States

Full TimeSmall

Job Summary

Drive net-new revenue and achieve production targets within the West Region by prospecting new customers, executing sales call strategies, and selling additional products into Named Enterprise Accounts. Leverage existing relationships to generate additional revenue, deliver compelling product demonstrations, and educate potential clients on the estate planning platform. Manage the sales pipeline and forecast to leadership while collaborating with the BDR team on lead qualification and outbound strategy. Network through trade shows and social media to support growth. Requires 3+ years of sales experience, willingness to travel up to 50%, and full-time remote status.

Required Qualifications

  • Bachelor's degree
  • 3 years of sales experience
  • fintech experience
  • Willingness to travel up to 50%
  • Proven track record of achieving/exceeding sales goals
  • Self-starter who thrives in an entrepreneurial environment
  • capable of setting and achieving goals
  • executing plans
  • working effectively with customers
  • working effectively with the company's management team
  • Excellent communication skills
  • negotiation skills
  • organizational skills
  • analytical skills

Desired Qualifications

  • fintech experience

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