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Salary: USD 70,000 - 80,000 / annual
Vestwell is a financial technology platform powering the savings economy across retirement, education, and healthcare. The company serves over 350,000 businesses and 2M active savers with $50B in assets across all 50 states.
You will serve as an Internal Sales Director, acting as a strategic consultant and trusted advisor to financial advisors and internal stakeholders. Your primary responsibility is to analyze advisor needs, provide tailored guidance, and drive outcomes through consultative engagement. You will own and manage a full sales cycle within your assigned territory to promote Vestwell's growth in the financial advisor marketplace.
Key responsibilities include:
- Serve as a trusted advisor to financial advisors on plan design, fiduciary considerations, and platform capabilities
- Conduct needs assessments and strategic discussions to align Vestwell's solutions with client objectives
- Consult with prospects on plan features and types, assessing whether standalone or aggregated plans fit their demographics and business goals
- Develop and maintain repeatable regional relationships supporting long-term partnership success
- Own consistent lead prospecting, managing lead-to-contact conversion and prioritizing opportunities to maximize pipeline growth
- Manage a robust pipeline of advisor opportunities with accurate tracking and reporting
- Convert plan opportunities into closed-won sales using the MEDDPICC sales methodology
- Own accountability for achieving KPIs including quota, conversion targets, and other performance metrics
- Collaborate strategically with Regional Vice Presidents on repeat advisors, small market solutions, and territory-specific initiatives
- Provide proactive support to the regional RVP on prospecting, opportunity prioritization, and strategic sales initiatives
You will partner closely with Regional Vice Presidents, Marketing, Product, Operations, and Partner Success teams. This position requires independent judgment, strategic thinking, and the ability to translate insights into actionable recommendations.
Requirements:
- 3+ years of experience in a client-facing, consultative role within Financial Services, FinTech, payroll, or similar industry
- Proven ability to manage complex relationships and provide strategic guidance throughout multi-step business processes
- 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 passion for creating a top-notch selling environment and process
- Hunter with proven track record of forecasting and executing new sales through repeatable, scalable sales process and pipeline
- Self-starter who operates well in collaborative team environment
- Good knowledge of Salesforce and comfort with other sales technology
- Excellent written and verbal communication skills
- Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges
Desirable:
- Experience in a startup or high-growth company
- Understanding of the defined contribution or workplace retirement plan ecosystem
