Regional Sales Manager

New
W
Wealth.comFintech
Remote, United StatesFull-TimeManager
Salary not disclosed
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Job Details

Experience
3 years of sales experience (fintech preferred)

Requirements

  • Bachelor’s degree or equivalent relevant work experience required.
  • 3 years of sales experience (fintech preferred).
  • 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, and working effectively with customers and the company’s management team.
  • Excellent communication, negotiation, organizational, and analytical skills.
  • Enjoys working in informal teams bonded by trust, equality, and sense of purpose

Responsibilities

  • Drive net-new revenue and achieve established production targets and goals within the assigned territory.
  • Pursue sales opportunities through existing channels and markets strategically.
  • Leverage existing customer relationships to drive additional revenues from Named Enterprise Accounts in your territory.
  • Execute sales call strategies, innovate to achieve or exceed growth through new sales, and sell additional products into your Named Accounts.
  • Coordinate sales activities and engage with partners.
  • Network through trade shows, social media, and other channels.
  • Achieve sales targets with a focus on quality over quantity.
  • Deliver compelling presentations and product demonstrations that show a deep understanding of the client's business needs and our value proposition.
  • Take a consultative approach to achieving sales outcomes by exemplifying our values around client centricity.
  • Educate potential clients and their teams on the power of our dynamic digital estate planning platform.
  • Collaborate with colleagues across the organization, including leadership, product, and client success teams.
  • Create and manage your pipeline and forecast to management and help drive cross-functional alignment and expectations.
  • Passionately supports our commitment to creating an outstanding experience for our prospects and customers.
  • Partner with the BDR team aligning expectations on qualification of leads and outbound strategy.
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