Full-Time

Internal Sales Associate

Posted on 8/24/2023

Vestwell

Vestwell

201-500 employees

Digital 401(k) recordkeeping and savings solutions

Fintech

Mid

Austin, TX, USA + 2 more

Required Skills
Sales
Communications
Salesforce
Requirements
  • Experience in a business development role
  • Experience in a business development environment with phone, email, chat & social queues
  • Demonstrated ability to influence, manage, and present ideas via clear written and oral communication
  • Self-starter who can operate well in a collaborative team environment
  • Good knowledge of Salesforce, comfort level with other Sales technology
  • Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily!
  • Startup and/or financial services experience
  • Understanding of the defined contribution space a plus!
  • Series 7 and 66 or a Series 65 from a registered investment advisor
Responsibilities
  • Help set the standards for identifying and converting new business at Vestwell
  • Play a fundamental role in achieving revenue growth objectives
  • Partner with a senior Regional Retirement Director
  • Engage in smart business development activities including phone calls, emails, value proposition formatting, working with channel partners, qualifying prospects, and closing sales
  • Report directly to the EVP, Revenue and partner cross-functionally across Vestwell teams
  • Build and perfect the operational tempo of a high-performing partnership for the regional team and larger sales team
  • Manage multiple competing priorities and adapt to a flexible and fast-paced environment

Vestwell, a digital 401(k) recordkeeper, is an excellent workplace for individuals passionate about empowering small business retirement savings. With a modern API-based platform that offers extensive integrations, configurable solutions, and a commitment to fiduciary oversight, the company stands out in its field for both technology deployment and commitment to compliance. Employees can thrive in a technologically sophisticated environment that prioritizes innovation and effective service delivery in the financial sector.

Company Stage

Series D

Total Funding

$289.9M

Headquarters

New York, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

17%

1 year growth

31%

2 year growth

49%
INACTIVE