Full-Time

Internal Sales Associate

Posted on 4/27/2024

Pontera

201-500 employees

Provides software for managing 401k accounts

Fintech

Junior

New York, NY, USA

Required Skills

Sales

Communications

Requirements

Proven expertise in cultivating strong professional relationships with both internal and external stakeholders.
Ability to excel in a dynamic and fast-paced environment, demonstrating teamwork, constructive feedback, and active participation.
Exceptional presentation, verbal, and written communication skills.
Strong sense of urgency and professionalism, coupled with a persistent and proactive approach.
Demonstrated history of achieving outstanding performance and results.

Responsibilities

Identify leads and generate new business through proactive outbound prospecting.
Conduct demo calls over Zoom with prospects.
Utilize excellent organizational skills to create an accurate and relevant follow-up prospect list.
Deliver an engagement strategy consisting of value-added resources, research, data, and due diligence materials throughout the sales cycle.
Coordinate with internal departments to enhance organizational alignment and optimize efficiency.

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.

Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.

Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.

Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.

DESCRIPTION

Pontera is looking for an outgoing and enthusiastic Internal Sales Associate (ISA) to join our team. As an ISA, you will play a pivotal role in engaging with large RIA’s (Registered Investment Advisors) and IBDs (Independent Broker Dealers), on behalf of Pontera. You’ll find yourself with a massive opportunity for growth, with support from management and mentors. You’ll gain invaluable sales experience in a place where your work and efforts will be instantly seen and felt.

RESPONSIBILITIES

Identify leads and generate new business through proactive outbound prospecting.
Conduct demo calls over Zoom with prospects.
Utilize excellent organizational skills to create an accurate and relevant follow up prospect list.
Deliver an engagement strategy consisting of value-added resources, research, data, and due diligence materials throughout the sales cycle.
Coordinate with internal departments to enhance organizational alignment and optimize efficiency.

REQUIREMENTS

Proven expertise in cultivating strong professional relationships with both internal and external stakeholders.
Ability to excel in a dynamic and fast-paced environment, demonstrating teamwork, constructive feedback, and active participation.
Exceptional presentation, verbal, and written communication skills.
Strong sense of urgency and professionalism, coupled with a persistent and proactive approach.
Demonstrated history of achieving outstanding performance and results.

WHAT WE OFFER

Compensation: Base $67,000 / OTE $83,750
Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
Team Culture: A collegial, collaborative, fun work environment with frequent team events
Equity: All new hires are eligible for equity grant participation
Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
Food Perks: Fully stocked kitchen & lunch reimbursement program
Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day

Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Pontera

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Website

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Pontera's environment fosters a culture of transparency and compliance, making it an ideal place for professionals passionate about ethical financial management. The company is a leader in the field of 401k management software, equipping financial advisors with tools for secure account handling and strategic tax optimization. This focus on empowering advisors to maintain regulatory compliance while enhancing client outcomes marks it as a standout workplace in the financial technology sector.

Company Stage

N/A

Total Funding

$158.7M

Headquarters

New York, New York

Founded

2012

Growth & Insights

Headcount

6 month growth

↑ 26%

1 year growth

↑ 49%

2 year growth

↑ 124%