SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Salary: USD 65,000 - 82,000 / annual
Vestwell is a financial technology platform powering the savings economy, serving over 350,000 businesses and 2M active savers with $50B+ in assets across retirement, education, and healthcare savings. The company works with financial advisers, employers, third-party administrators, financial institutions, payroll providers, and government agencies.
You will be a key driver in converting organic and sourced leads into plan sales within your assigned territory, reporting directly to the Director of Internal Sales & Strategy. This is a full sales cycle role focused on the financial advisor marketplace.
Key responsibilities include:
- Initiating and developing a healthy lead prospecting practice with strong lead-to-contact conversion rates
- Creating consistency in lead generation and maintaining ongoing relationships to drive pipeline in your territory
- Developing repeat regional relationships with new financial advisor prospects
- Maintaining a robust retirement plan sales pipeline
- Converting plan opportunities into closed deals through repeatable, scalable processes using proven sales methodology (MEDDPICC)
- Successfully hitting KPIs and quota month over month
- Collaborating with regional RVPs to support repeat advisors and small market solutions
- Supporting prospecting needs across the region
You bring 1+ years of B2B sales experience, preferably in retirement, fintech, payroll, or similar industries. You have a proven track record of achieving sales goals (Rep of the Year, Quota Club, etc.) and can carry a plan sale through the entire sales cycle from prospecting to conversion. You're a self-starter with strong Salesforce proficiency, excellent communication skills, and the ability to prioritize multiple projects in a fast-paced, collaborative environment. Experience in startups, financial services, or the defined contribution space is a plus.
