Sales Associate

Summary

Join Vestwell, a growth stage startup, as an experienced financial services sales representative to help set standards for identifying and converting new business through financial advisors. You will play a fundamental role in achieving revenue growth objectives by owning and managing the sales cycle in your assigned territory.

Requirements

• 2+ 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-notch 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!

Responsibilities

• Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate
• Create consistency in lead gen, 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 retirement plan opportunities into closed won opportunities through a repeatable, scalable process
• Practice a proven and successful sales methodology (MEDDPICC)
• Successfully hit KPIs month over month; inclusive of but not limited to Be responsible for successfully meeting your quota and hitting your key performance indicator metrics MoM inclusive of but not limited to
• Work in collaboration with the regional RVP to support repeat advisors, small market solutions in the territory, etc
• Support the regional RVP on any needs

Benefits

• Competitive health coverage
• Open vacation policy
• Remote-hybrid office policy
• 401(k) plan