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Full-Time

Internal Sales Director

Updated on 9/13/2024

Vestwell

Vestwell

201-500 employees

Digital platform for modern retirement plans

Fintech
Financial Services

Compensation Overview

$70k - $75kAnnually

+ Variable OTE + Bonus Pool + Equity Grants

Junior, Mid

Austin, TX, USA + 1 more

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Communications
Salesforce
Requirements
  • 2+ 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 are a must.
  • Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily!
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 retirement 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 Be responsible for successfully meeting your quota and hitting your key performance indicator metrics MoM inclusive of but not limited to;
  • Work in collaboration with the regional RVP to support repeat advisors, small market solutions in the territory, etc.
  • Support the regional RVP on any needs.

Vestwell modernizes retirement plans for businesses and their employees through a digital platform that simplifies plan management. Employers benefit from fast 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 using a user-friendly interface. Vestwell's goal is to leverage technology to transform retirement planning by providing a comprehensive suite of services with transparent pricing.

Company Stage

Series D

Total Funding

$289.9M

Headquarters

New York City, New York

Founded

2016

Growth & Insights
Headcount

6 month growth

17%

1 year growth

34%

2 year growth

70%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $125 million Series D funding round, led by Lightspeed, provides significant capital for expansion and innovation.
  • Vestwell's collaboration with Netchex and Alera Group demonstrates its ability to form strategic partnerships that can drive growth and market penetration.
  • The platform's user-friendly interface and customizable investment options make it attractive to a wide range of clients, from small businesses to large enterprises.

What critics are saying

  • The competitive landscape in fintech and retirement planning is intense, with numerous players vying for market share.
  • Regulatory changes in the financial services industry could impact Vestwell's operations and require costly adjustments.

What makes Vestwell unique

  • Vestwell's focus on modernizing retirement plans through a comprehensive digital platform sets it apart from traditional financial service providers.
  • The company's integrated approach, offering everything from onboarding to compliance under one roof, simplifies the retirement planning process for both employers and employees.
  • Partnerships with companies like Netchex and Alera Group enhance Vestwell's reach and credibility in the market.