Full-Time
Internal Sales Associate
Confirmed live in the last 24 hours
Pontera
201-500 employees
Platform for managing retirement accounts
Compensation Overview
$67k - $83.8kAnnually
Entry, Junior
New York, NY, USA
Hybrid office work model: In-Office Tues/Weds/Thurs and WFH Mon/Fri.
- 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.
- 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 provides a platform for financial advisors to manage and monitor their clients' 401k and other retirement accounts. The platform allows advisors to integrate all investable assets into a single portfolio, which helps in offering comprehensive wealth planning. Pontera's service focuses on active management, which has shown to generate an average increase of 3.3% per year, net of fees, compared to non-actively managed assets. This approach can significantly enhance long-term wealth accumulation for investors. Pontera primarily targets financial advisors and their clients, especially those with multiple retirement accounts. The company operates in the wealth management sector and offers a subscription-based service to advisors, enabling them to improve their service offerings and client outcomes. This business model not only provides a steady revenue stream through subscription fees but also enhances client satisfaction and retention for the advisors.
Company Stage
N/A
Total Funding
$147.3M
Headquarters
New York City, New York
Founded
2012
6 month growth
↑ 15%1 year growth
↑ 49%2 year growth
↑ 109%
Simplify's Take
What believers are saying
- The recent $60 million funding round and a $550 million valuation indicate strong financial health and growth potential.
- Partnerships with major firms like Stifel, Ameritas, and CAPTRUST expand Pontera's market reach and enhance its service offerings.
- The expansion into a new 41,000 square foot space in New York City signals significant growth and operational scaling.
What critics are saying
- The fintech space is highly competitive, and Pontera must continuously innovate to maintain its edge.
- Integration challenges with multiple partners and platforms could lead to operational inefficiencies.
What makes Pontera unique
- Pontera specializes in enabling financial advisors to manage held-away accounts like 401(k)s and 403(b)s, a niche not widely addressed by other fintech platforms.
- The platform's seamless integration with existing portfolio management tools provides a unique advantage in delivering holistic financial advice.
- Pontera's focus on secure and compliant management of retirement accounts sets it apart in the fintech landscape.
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