• 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
• As an ideal candidate, you have experience in a 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
• 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!

Desirable

• 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 the sales cycle in your assigned territory to promote Vestwell’s growth in the financial advisor marketplace. marketplace
• This role will report directly to the VP, Internal Sales & Strategy and will partner cross-functionally across Vestwell teams
• You will be the main driver for converting organic and sourced leads into retirement plan sales within your sales region
• That’s just the base-line
• 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

• It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests
• Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g
• A coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well
• Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer
• We prioritize transparency and lack of surprise throughout the process