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Remote SMB WealthTech Sales Executive
Remote / Online - Candidates ideally in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-14
San Francisco, San Francisco County, California, 94199, USA
Listing for:
David Joseph & Company
Remote/Work from Home
position Listed on 2026-07-14
Job specializations:
-
Sales
Business Development, B2B Sales
Job Description & How to Apply Below
David Joseph & Company is seeking a results-driven sales professional to own the full SMB sales cycle for wealth-management firms (10–49 advisors) in a fast, high-velocity environment. You’ll conduct consultative discovery, surface compliance and growth pain, and craft pricing proposals to close 60–120 day cycles.
Reporting to the Head of Sales, you’ll manage a 15–25+ deal pipeline in Hub Spot, build multi-product pricing, and hand off closed deals to Customer Success.
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