WHO ARE WE?
Vestwell believes that all Americans should have easy access to a retirement account, which is why we’ve created a digital platform that makes it simpler to offer and administer 401(k) plans. We have built a digital-first platform designed to reset the bar to power a $30T industry.
Our focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of our financial services partners with the help of payroll providers. We make the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.
As a result, financial advisors get to provide the advice and solution that employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution design for their needs without the headache, and employees get a user-friendly portal that helps them achieve their long-term saving goals.
With backing from leading Fin-Tech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-yr old industry. Our team believes in the mission we’ve set out to achieve and we’re working hard to get there. We’re ambitious, honest, thoughtful, and fun.
Who are we looking for?
We are on the hunt for an experienced Internal Sales Associate 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 while partnering with a senior Regional Retirement Director.
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 EVP, Revenue and will partner cross-functionally across Vestwell teams.
As an ideal candidate, you have experience in a business development role in a high-growth environment. More importantly, you’re thrilled by the challenge of building and perfecting the operational tempo of a high-performing partnership for your regional team, your larger sales team, and the Vestwell organization as a whole. 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.
- 2-4 years of experience in a business development role.
- Experience in a business development environment with phone, email, chat & social queues.
- Demonstrated ability to influence, manage, and present ideas via clear written and oral communication.
- Self-starter who can operate well in a collaborative team environment.
- Good knowledge of Salesforce, comfort level with other Sales technology.
- Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily!
- Startup and/or financial services experience
- Understanding of the defined contribution space a plus!
We’re an early stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and, as such, offer competitive health coverage, an open vacation policy, and flexible working opportunities. And naturally we have a great 401(k) plan!
Please note we don't ask about salary history from any applicant and salary history is not a factor in a hiring decision.
We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and, as such, offer competitive health coverage and an open vacation policy. We also have a bright, comfortable office with lots of workspace options in midtown Manhattan so you can be as productive as possible, and we hope to be back there once we’ve beaten this virus. In the meantime, we provide the team with all the equipment they need (plus a few perks) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!