Internal Sales Associate at Vestwell

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry
Ability to carry a plan sale over the entire sales cycle from prospecting to conversion
Demonstrated success in achieving sales goals (Rep of the year, Quota club, etc.)
Strong attention to detail and a passion for creating a top-notch selling environment and process
A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline
Self-starter who can operate well in a collaborative team environment
Good knowledge of Salesforce, comfort level with other Sales technology
Excellent written and verbal communication skills
Experience in a new business development role in a high-growth environment
Experience building, maintaining, and executing a sales pipeline
Exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment
Driven by a fresh perspective and entrepreneurial spirit
Comfort with smart business development activity including frequent phone calls and emails, value proposition formatting and positioning, working with channel partners, perfecting constituent databases, qualifying prospects, and closing sales

Responsibilities

Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate
Create consistency in lead gen, growing and maintaining ongoing relationships to drive pipeline in your territory
Develop repeat regional relationships with new financial advisor prospects
Maintain a robust retirement plan sales pipeline in your region
Convert plan opportunities into closed won opportunities through a repeatable, scalable process
Practice a proven and successful sales methodology (MEDDPICC)
Successfully hit KPIs month over month; inclusive of but not limited to successfully meeting your quota and hitting your key performance indicator metrics MoM
Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc
Support the regional RVP on any prospecting needs
Own and manage full sales cycle in your assigned territory to promote Vestwell’s growth in the financial advisor marketplace
Be the main driver for converting organic and sourced leads into plan sales within your sales region

Skills

Key technologies and capabilities for this role

Financial Services SalesBusiness DevelopmentSales Pipeline ManagementProspectingCold CallingEmail OutreachChannel PartnershipsProspect QualificationClosing SalesCRM Management

Questions & Answers

Common questions about this position

What salary or compensation can I expect for the Internal Sales Associate role?

This information is not specified in the job description.

Is this Internal Sales Associate position remote or based in an office?

This information is not specified in the job description.

What skills are required for the Internal Sales Associate position?

Key skills include experience in new business development in a high-growth environment, building and executing a sales pipeline, comfort with phone calls, emails, prospect qualification, and closing sales using methodologies like MEDDPICC.

What is the company culture like at Vestwell?

Vestwell is a growth-stage startup with a flexible and fast-paced environment where employees manage multiple competing priorities and bring a fresh perspective and entrepreneurial spirit.

What makes a strong candidate for the Internal Sales Associate role?

Ideal candidates have experience in financial services sales, particularly new business development through financial advisors, proven ability to hit sales quotas and KPIs, and skills in lead prospecting, pipeline management, and using sales methodologies like MEDDPICC in a high-growth setting.

Vestwell

Digital platform for modern retirement plans

About Vestwell

Vestwell provides a digital platform that simplifies the management of retirement plans for businesses and their employees. Employers benefit from streamlined onboarding, vendor oversight, and fiduciary investment management services, which reduce administrative burdens and liability. Employees can customize their investment options and easily monitor their plans through a user-friendly interface. Vestwell's integrated approach and transparent pricing distinguish it from competitors, with the goal of transforming retirement planning through technology.

New York City, New YorkHeadquarters

2016Year Founded

$231MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees