Enterprise Sales Leader - B2B Media
EnsembleSalary not specified
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
Financial Services Sales
Business Development
Sales Pipeline Management
Prospecting
Cold Calling
Email Outreach
Channel Partnerships
Prospect Qualification
Closing Sales
CRM Management
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
Benefits
Health Insurance
Paid Vacation
Hybrid Work Options
401(k) Retirement Plan
Performance Bonus
Company Equity
Risks
Increased competition from Ascensus in the state auto-IRA market.
Ameritas and Pontera partnership may divert clients seeking integrated financial services.
Dependence on John Hancock partnership could pose risks if challenges arise.
Differentiation
Vestwell offers a comprehensive digital platform for retirement plan management.
The company provides customizable investment options tailored to individual employee needs.
Vestwell integrates fiduciary services to limit employer liability in retirement plans.
Upsides
Partnership with TIAA introduces lifetime income solutions, enhancing retirement offerings.
Collaboration with John Hancock Retirement boosts market presence and credibility.
$125 million Series D funding supports platform expansion and service enhancement.
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