• 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 Account Executive to help us set the standards for identifying and converting new business at Vestwell
• 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 direct to business 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 DVP, Payroll and Channel Sales 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
• Develop a retirement plan sales pipeline in your region through payroll, centers of demand, and other key relationships sourced by the Enterprise Sales team and Regional Directors
• Convert retirement plan opportunities into sales through a repeatable, scalable process in partnership with your DVP
• Source organic leads and convert into retirement plan opportunities
• Manage and deliver on your plan sales and revenue targets
• Be accountable for plan sponsor revenue generation in your region