Vestwell
Vestwell is the financial technology company powering the new savings economy. The New York City‑based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace‑delivered retirement plans, employer‑offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell’s platform serves a diverse clientele, including financial advisers, employers, third‑party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
WHO ARE WE LOOKING FOR? We are on the hunt for an experienced financial services sales representative to help us set the standards for identifying and converting new business at Vestwell through financial advisors. You will play a fundamental role in achieving our ambitious revenue growth objectives by owning and managing full sales cycle in your assigned territory to promote Vestwell’s growth in the financial advisor marketplace.
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 Director, Internal Sales & Strategy, and will partner cross‑functionally across Vestwell teams.
YOUR BACKGROUND AND EXPERIENCE WILL INCLUDE:
1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry
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 a passion for creating a top‑note selling environment and process
A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline
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 are a must
Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily
EXTRA QUALIFICATIONS
Startup and/or financial services experience
Understanding of the defined contribution space a plus
WHAT YOU WILL BE DOING?
Drive conversion of organic and sourced leads into plan sales within your sales region
Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate
Create consistency in lead generation, growing and maintaining ongoing relationships to drive pipeline in your territory
Develop repeat regional relationships with new financial advisor prospects
Maintain a robust retirement plan sales pipeline in your region
Convert plan opportunities into closed‑won opportunities through a repeatable, scalable process
Practice a proven and successful sales methodology (MEDDPICC)
Successfully hit KPI month over month, including meeting quota and key performance indicators
Collaborate with regional RVPs to support repeat advisors, small market solutions, and prospecting needs
COMPENSATION & BENEFITS Expected OTE for this position is approximately $80 k ($65 k base + up to $15 k variable), uncapped commission. The position is eligible to participate in the Company Bonus Pool and receive new hire equity. Salary bands are based on NY and similar metro areas and may differ based on the hiring location.
This role will be based in our Austin, TX office and will be part of Vestwell’s hybrid in‑office operation.
We’re an innovative, high‑growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and, in addition to a dedicated Employee Wellbeing Committee, offer competitive health coverage and generous vacation. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options. We also offer a 401(k) plan.
EQUAL OPPORTUNITY EMPLOYER As set forth in Vestwell’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
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Vestwell offers a range of products, including workplace‑delivered retirement plans, employer‑offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell’s platform serves a diverse clientele, including financial advisers, employers, third‑party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
WHO ARE WE LOOKING FOR? We are on the hunt for an experienced financial services sales representative to help us set the standards for identifying and converting new business at Vestwell through financial advisors. You will play a fundamental role in achieving our ambitious revenue growth objectives by owning and managing full sales cycle in your assigned territory to promote Vestwell’s growth in the financial advisor marketplace.
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 Director, Internal Sales & Strategy, and will partner cross‑functionally across Vestwell teams.
YOUR BACKGROUND AND EXPERIENCE WILL INCLUDE:
1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry
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 a passion for creating a top‑note selling environment and process
A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline
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 are a must
Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily
EXTRA QUALIFICATIONS
Startup and/or financial services experience
Understanding of the defined contribution space a plus
WHAT YOU WILL BE DOING?
Drive conversion of organic and sourced leads into plan sales within your sales region
Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate
Create consistency in lead generation, growing and maintaining ongoing relationships to drive pipeline in your territory
Develop repeat regional relationships with new financial advisor prospects
Maintain a robust retirement plan sales pipeline in your region
Convert plan opportunities into closed‑won opportunities through a repeatable, scalable process
Practice a proven and successful sales methodology (MEDDPICC)
Successfully hit KPI month over month, including meeting quota and key performance indicators
Collaborate with regional RVPs to support repeat advisors, small market solutions, and prospecting needs
COMPENSATION & BENEFITS Expected OTE for this position is approximately $80 k ($65 k base + up to $15 k variable), uncapped commission. The position is eligible to participate in the Company Bonus Pool and receive new hire equity. Salary bands are based on NY and similar metro areas and may differ based on the hiring location.
This role will be based in our Austin, TX office and will be part of Vestwell’s hybrid in‑office operation.
We’re an innovative, high‑growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and, in addition to a dedicated Employee Wellbeing Committee, offer competitive health coverage and generous vacation. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options. We also offer a 401(k) plan.
EQUAL OPPORTUNITY EMPLOYER As set forth in Vestwell’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr