Account Executive


Remote job description

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 of a $55k CAD base with uncapped commissions!

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.

We have a competitive pay structure for our sales team including a base pay of $55,000 CAD and a generous commission structure. On average, Account Executives at Planswell earn $90,000 CAD with top performers exceeding $100,000 CAD (base + commission).

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.

Additional benefits include, but are not limited to:

  • Fully remote work environment
  • Unlimited paid time off -minimum 4 weeks per year
  • $2,000 home office allowance
  • Flexible work hours
  • Competitive salary + equity compensation
  • Health benefits
  • 10 paid company holidays per year
  • Team retreats, emphasis on "TREAT"
  • Unlimited laughs until your face hurts
  • Maternity & paternity leave
  • One-of-a-kind original portrait like these:

How to Apply

Please submit your letter of application and resume to and share 1-2 sentences about your favorite travel experience. We like to know if you've read the job description;)

To learn more about life at Planswell, visit our career page:

Company name: Planswell
Remote job title: Account Executive
Job tags: financial planning
  • location or timezone

    Canada, United States
  • category

    Sales and Partnerships
  • yearly salary range

    $90,000 - 100,000 CAD
  • posted

    64 days ago

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