Account Executive

August 1

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Vestwell

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Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individuals.

Financial Services • 401(k) • 403(b) • IRA rollovers • Retirement Planning

201 - 500

💰 Series C on 2021-07

Description

• Convert organic and sourced leads into retirement plan sales within your sales region. • 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.

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!

Benefits

• Competitive health coverage • Open vacation policy • Remote-hybrid office policy • 401(k) plan