Back to all jobs

Planswell

Build, Measure, and Optimize your eCommerce Website

Account Executive

9/27/2020 2:48 PM
Full-time
Software
North America

Job Description

Planswell has quite the history. From 2016 to 2019 We raised and spent $14 million dollars building an amazing financial planning solution for Canadians and a team of 57 employees in our Toronto office. We built over 200,000 financial plans, making a meaningful contribution to the well being of Canadians and our early expansions into three other countries.

It came to an abrupt end last fall when we were not able to close a $22M funding round and subsequently shut down. This happened at the same time misconduct accusations were publicized about a 2018 relationship between two employees. It was a widely reported event.

Earlier this year, a group from the original Planswell team came together to buy out the brand and technology and bring it back to life.

We are committed to building the world's safest and most inclusive workplace and look forward to discussing our actions, plans, and expectations with you. So far, eleven former employees have joined our mission to redeem Planswell and continue serving clients as we grow around the world. Since April, we've grown from just three of us to a profitable team of 40 across 7 countries...

We have a new business model serving financial advisors, enabling them to remotely build plans with their clients and to engage new ones. We continue to provide excellent free financial planning to Canadians and are building out this team to launch in the USA this month.

We need to grow the sales team immediatly. Our sales management and training is second to none. We live and breathe sales. We've trained dozens of rookies over the past few years who went on to be top performers in their next industries, post shut down. We sell sales training to advisors across the country as we have in Hong Kong, Philippines, and Germany over the past year. We will level you up like crazy.

Our remote (USA/Canada) team sells subscriptions to financial advisors. They enjoy exceptional remote financial planning software, limitless introductions to new users who have built entire financial plans, and a sales and financial planning training system that we've proven internally over the course of calling 200,000 Planswell users, onboarding thousands. All the appointments with advisors are inbound, set up by email marketing campaigns, outsourced BDRs and automated LinkedIn bots. Your schedule will be as packed as you can handle.

Top applicants will have experience with:

• Being a top performer in another sales organization.
• Obsessing over a ton of sales books.

• Tracking your close rates and making incremental improvements.
• Working with a coach, being open and highly introspective.
• Building rapid rapport. Understanding the emotions that lead to purchases.
• Hunger for success. Willing to work long hours to hit goals no matter what.
• Collaboration. Seeing your team mates as a family, not competitors.

When you apply: please share 1-2 sentences about your your earliest memory of understanding the value of money... I love the stories and it shows you actually read the job description :)

👉 Please reference you found this job on RemoteDials, this helps us get more companies to post here!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Planswell

Build, Measure, and Optimize your eCommerce Website

Account Executive

9/27/2020 2:48 PM

Job Description

Planswell has quite the history. From 2016 to 2019 We raised and spent $14 million dollars building an amazing financial planning solution for Canadians and a team of 57 employees in our Toronto office. We built over 200,000 financial plans, making a meaningful contribution to the well being of Canadians and our early expansions into three other countries.

It came to an abrupt end last fall when we were not able to close a $22M funding round and subsequently shut down. This happened at the same time misconduct accusations were publicized about a 2018 relationship between two employees. It was a widely reported event.

Earlier this year, a group from the original Planswell team came together to buy out the brand and technology and bring it back to life.

We are committed to building the world's safest and most inclusive workplace and look forward to discussing our actions, plans, and expectations with you. So far, eleven former employees have joined our mission to redeem Planswell and continue serving clients as we grow around the world. Since April, we've grown from just three of us to a profitable team of 40 across 7 countries...

We have a new business model serving financial advisors, enabling them to remotely build plans with their clients and to engage new ones. We continue to provide excellent free financial planning to Canadians and are building out this team to launch in the USA this month.

We need to grow the sales team immediatly. Our sales management and training is second to none. We live and breathe sales. We've trained dozens of rookies over the past few years who went on to be top performers in their next industries, post shut down. We sell sales training to advisors across the country as we have in Hong Kong, Philippines, and Germany over the past year. We will level you up like crazy.

Our remote (USA/Canada) team sells subscriptions to financial advisors. They enjoy exceptional remote financial planning software, limitless introductions to new users who have built entire financial plans, and a sales and financial planning training system that we've proven internally over the course of calling 200,000 Planswell users, onboarding thousands. All the appointments with advisors are inbound, set up by email marketing campaigns, outsourced BDRs and automated LinkedIn bots. Your schedule will be as packed as you can handle.

Top applicants will have experience with:

• Being a top performer in another sales organization.
• Obsessing over a ton of sales books.

• Tracking your close rates and making incremental improvements.
• Working with a coach, being open and highly introspective.
• Building rapid rapport. Understanding the emotions that lead to purchases.
• Hunger for success. Willing to work long hours to hit goals no matter what.
• Collaboration. Seeing your team mates as a family, not competitors.

When you apply: please share 1-2 sentences about your your earliest memory of understanding the value of money... I love the stories and it shows you actually read the job description :)

👉 Please reference you found this job on RemoteDials, this helps us get more companies to post here!