WHO ARE WE LOOKING FOR?

We are on the hunt for an experienced financial services sales representative to help us set the standards for identifying and converting new business at Vestwell through financial advisors. You will play a fundamental role in achieving our ambitious revenue growth objectives by owning and managing full sales cycle in your assigned territory to promote Vestwell’s growth in the financial advisor marketplace.

A comfort level 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 is a must. This role will report directly to the Director, Internal Sales & Strategy, and will partner cross-functionally across Vestwell teams.

As an ideal candidate, you have experience in a new business development role in a high-growth environment and have experience building, maintaining, and executing a sales pipeline. You’re exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment. We’re a growth stage startup after all. Last, but certainly not least, you’re driven by a fresh perspective and entrepreneurial spirit.

WHAT YOU WILL BE DOING?

You will be the main driver for converting organic and sourced leads into plan sales within your sales region.  That’s just the base-line. Day to day you will also be expected to:

• 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.

YOUR BACKGROUND AND EXPERIENCE WILL INCLUDE: 

The Necessities:

• 2+ years in a B2B sales, preferably in Financial Services, 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!

The Extras:

• Startup and/or financial services experience
• Understanding of the defined contribution space a plus!

This role will be based in our New York City HQ, or Austin, TX, and will be part of Vestwell’s hybrid in-office operation. 

The expected base salary range for this position is $70K - $75K, plus a variable OTE & uncapped commission. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.