Vestwell is a financial technology company based in New York City that is redefining how people save for critical life aspects. They are seeking a Business Development Associate to manage the sales cycle and promote growth in the financial advisor marketplace, requiring strong business development skills and a proven sales track record.
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 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 successfully meeting your quota and hitting your key performance indicator metrics MoM
- Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc
- Support the regional RVP on any prospecting needs
Skills
- 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-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!
- Startup and/or financial services experience
- Understanding of the defined contribution space a plus!
Benefits
- Competitive health coverage
- Generous vacation offering
- Great 401(k) plan
Company Overview
- Vestwell is a digital savings platform that offers and manages a range of savings and retirement plans. It was founded in 2016, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is http://vestwell.com.