🛠 Tech Stack

💼 About This Role

You'll drive new business sales to financial advisors as part of Vestwell's growth team. You'll own the full sales cycle from prospecting to closing in your assigned territory. This role offers a chance to make a significant impact at a high-growth fintech startup.

🎯 What You'll Do

• Initiate and develop a healthy lead prospecting practice
• Create consistency in lead generation and pipeline growth
• Develop repeat regional relationships with financial advisor prospects
• Convert plan opportunities into closed won opportunities

📋 Requirements

• 1+ years in B2B sales, preferably in retirement, FinTech, or payroll
• Ability to carry a plan sale over the entire sales cycle
• Demonstrated success in achieving sales goals
• Good knowledge of Salesforce

✨ Nice to Have

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

🎁 Benefits & Perks

• 🏖️ Generous vacation offering
• 🏥 Competitive health coverage
• 💰 401(k) plan
• 🏢 Hybrid office policy with multiple office locations

📨 Hiring Process

Initial conversations with team members, followed by a skill or experience screen, then an interview panel, and finally a references check.