Internal Sales Associate

September 12

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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 • Initiate and develop a healthy lead prospecting practice • Create consistency in lead gen and maintain relationships • Develop regional relationships with new financial advisor prospects • Maintain a robust retirement plan sales pipeline • Convert retirement plan opportunities into closed won opportunities • Practice a proven and successful sales methodology (MEDDPICC) • Successfully hit KPIs month over month • Collaborate with the regional RVP on various support needs

Requirements

• 2+ years in B2B sales, preferably in retirement, FinTech, payroll, or similar industry • Ability to carry a plan sale over the entire sales cycle from prospecting to conversion • Demonstrated success in achieving sales goals • Strong attention to detail and a passion for creating a top-notch selling environment • Proven track record of forecasting and executing new sales through a repeatable sales process • 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 • Proven ability to prioritize multiple projects and tasks

Benefits

• Competitive health coverage • Open vacation policy • Employee Wellbeing Committee • Remote-hybrid office policy • Great 401(k) plan • Welcoming office with various workspace options