Account Executive / Inside Sales - Remote
Top Benefits
About the role
Company Overview
Planswell has quite the history. Working remotely, we’ve built a game-changing platform to help Earthlings retire comfortably. We sharply exceeded expectations after expanding from Canada into the US. in 2020. Next stop: the moon! It’s an exciting time at Planswell.
We’re not actually going to the moon (yet), but we do believe anything is possible at this point. We have a wildly talented, international team ready to take our rocketship into new markets around the globe where our product has been rigorously tested and validated.
We’ve got an open seat for an account executive to help us level up our existing products and build new ones. Your seat may be in your home office, on your sofa, on the beach, a ski lift…wherever life takes you. We do important work here at Planswell, but life outside of work is important too. Yes, you can have the best of both worlds.
About the Position
This is an opportunity to potentially continue to improve your sales and communication skills while joining one of the most welcoming and inclusive teams in the world. It's totally remote, work from home (or a beach), with performance based comp.
We need to grow the sales team immediately to meet demand. Our sales management and training is second to none. Sales training is part of the product we sell, so naturally we live and breathe everything sales. We will level you up like crazy!
As an Account Executive at Planswell, you will sell partnership subscriptions to financial advisors who are overwhelmingly enthusiastic about our offering. You will fill your pipeline of new business using prospect lists supplied to you. Initially, your position will be a hunter role with the goal of scheduling appointments for other Account Executives. Once you master the art of cold calling advisors in your second or third month, you will be eligible to start running your own demos, and receive appointments and hold demos through inbound marketing efforts. Every AE at Planswell has gone through this experience. It’s a part of our DNA.
On average, Account Executives at Planswell earn $90,000 CAD with top performers exceeding $140,000 CAD.
If you dream about becoming a beast of a closer and continue developing a professional sales career, this is an amazing team to join. Our training is exceptional. You’ll work with a close knit team and get weekly facetime with everyone in the organization. Whenever the world opens back up, we’ll be putting some serious budgets towards quarterly team trips, conferences and other events.
Please message us with max 150 words about the hardest you’ve ever worked and a time that you convinced someone to do something. We’ll send along the next steps for the interview process.
Job Types: Full-time, Permanent
Pay: From $90,000.00 per year
Benefits:
- Casual dress
- Dental care
- Paid time off
- Vision care
- Work from home
Schedule:
- Monday to Friday
Work Location: Remote
About Planswell
Almost everyone will experience a lifestyle decline in the future because good financial planning has always been reserved for the wealthiest of the wealthy. We've created hundreds of thousands of free financial plans for consumers so they can know exactly what to do, each month, to maintain their lifestyle in retirement.
Account Executive / Inside Sales - Remote
Top Benefits
About the role
Company Overview
Planswell has quite the history. Working remotely, we’ve built a game-changing platform to help Earthlings retire comfortably. We sharply exceeded expectations after expanding from Canada into the US. in 2020. Next stop: the moon! It’s an exciting time at Planswell.
We’re not actually going to the moon (yet), but we do believe anything is possible at this point. We have a wildly talented, international team ready to take our rocketship into new markets around the globe where our product has been rigorously tested and validated.
We’ve got an open seat for an account executive to help us level up our existing products and build new ones. Your seat may be in your home office, on your sofa, on the beach, a ski lift…wherever life takes you. We do important work here at Planswell, but life outside of work is important too. Yes, you can have the best of both worlds.
About the Position
This is an opportunity to potentially continue to improve your sales and communication skills while joining one of the most welcoming and inclusive teams in the world. It's totally remote, work from home (or a beach), with performance based comp.
We need to grow the sales team immediately to meet demand. Our sales management and training is second to none. Sales training is part of the product we sell, so naturally we live and breathe everything sales. We will level you up like crazy!
As an Account Executive at Planswell, you will sell partnership subscriptions to financial advisors who are overwhelmingly enthusiastic about our offering. You will fill your pipeline of new business using prospect lists supplied to you. Initially, your position will be a hunter role with the goal of scheduling appointments for other Account Executives. Once you master the art of cold calling advisors in your second or third month, you will be eligible to start running your own demos, and receive appointments and hold demos through inbound marketing efforts. Every AE at Planswell has gone through this experience. It’s a part of our DNA.
On average, Account Executives at Planswell earn $90,000 CAD with top performers exceeding $140,000 CAD.
If you dream about becoming a beast of a closer and continue developing a professional sales career, this is an amazing team to join. Our training is exceptional. You’ll work with a close knit team and get weekly facetime with everyone in the organization. Whenever the world opens back up, we’ll be putting some serious budgets towards quarterly team trips, conferences and other events.
Please message us with max 150 words about the hardest you’ve ever worked and a time that you convinced someone to do something. We’ll send along the next steps for the interview process.
Job Types: Full-time, Permanent
Pay: From $90,000.00 per year
Benefits:
- Casual dress
- Dental care
- Paid time off
- Vision care
- Work from home
Schedule:
- Monday to Friday
Work Location: Remote
About Planswell
Almost everyone will experience a lifestyle decline in the future because good financial planning has always been reserved for the wealthiest of the wealthy. We've created hundreds of thousands of free financial plans for consumers so they can know exactly what to do, each month, to maintain their lifestyle in retirement.