Sr. Account Executive

Remote /
Sales – Sales /
Wealth is a disruptive, well funded startup with a mission to better the lives of individuals and families looking to take control of their current and financial future. We're innovating within the antiquated industry of estate planning, using technology and AI to give individuals the tools to make better and more informed decisions.

As a Sr. Account Executive, this individual will have the unique opportunity to drive Wealth's employee benefits go-to-market strategy. This executive will be responsible for partner development, revenue & profitability delivery, strategic initiatives, and new business development. We are looking for someone with an entrepreneurial spirit that isn’t afraid to roll up their sleeves, and enjoys working with high energy teams. This individual will play an important role in making Wealth a global brand. 


    • Strong full cycle sales closing experience
    • Track record of selling into the HR/Benefits and C-Level Audience
    • Ability to not only balance, but effectively manage competing priorities, and multiple projects/deals in a fast paced team environment
    • A strong, creative problem-solver
    • You are highly accountable, positive and a team player
    • Comfortable with ambiguity, willing to roll up your sleeves and figure things out
    • Establish and nurture new executive/regional leadership level relationships with key brokers firms and their practice leaders that specialize in worksite benefits
    • Create Wealth’s worksite benefit sales strategy 
    • Assist in the roll-out of the new Wealth worksite benefit products
    • Promote Wealth’s capabilities and positioning of our value proposition to brokers and enrollment firms
    • Maintain awareness of our competitive our landscape so we can stay ahead trends, and opportunities in the benefit marketplace


    • 7+ Years of experience
    • Strong knowledge of workplace benefit products and coverage
    • Ability to develop meaningful relationships with benefit insurance carriers
    • Ability to express ideas clearly in both written and oral communications
    • College Degree
    • Experience using G-Suite Products

Benefits & Perks:

    • Competitive Medical Plan Options for employees, spouse, family and domestic partners
    • Dental and Vision Plan
    • 100% company paid STD/LTD and Basic Life Insurance
    • 401k with Match and 100% vesting upon hire
    • Stock Options
    • Holidays and the day off for your Birthday!
    • Unlimited PTO
    • Remote work
    • Paid Parental Leave Policy

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.