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Internal Sales Associate

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Vestwell

Apr 2

  • Job
    Full-time
    Entry Level
  • Sales & Business Development
    Banking & Finance
  • £60K - £70K
  • Austin, +2

AI generated summary

  • You need experience in business development, ability to influence through communication, Salesforce proficiency, and adaptability for multiple projects. Startup and financial services experience is a plus, along with Series 7, 66, or 65 qualifications.
  • You will be responsible for driving business development activities, including prospecting, qualifying leads, and closing sales while collaborating with cross-functional teams and channel partners in a fast-paced, high-growth startup environment.

Requirements

  • The Necessities:
  • Experience in a business development role
  • Experience in a business development environment with phone, email, chat & social queues
  • Demonstrated ability to influence, manage, and present ideas via clear written and oral communication
  • Self-starter who can operate well in a collaborative team environment
  • Good knowledge of Salesforce, comfort level with other Sales technology
  • Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily!
  • The Extras:
  • Startup and/or financial services experience
  • Understanding of the defined contribution space a plus!
  • Series 7 and 66 or a Series 65 from a registered investment advisor

Responsibilities

  • 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 EVP, Revenue and will partner cross-functionally across Vestwell teams.
  • As an ideal candidate, you have experience in a business development role in a high-growth environment. More importantly, you’re thrilled by the challenge of building and perfecting the operational tempo of a high-performing partnership for your regional team, your larger sales team, and the Vestwell organization as a whole. You’re exceptional at managing multiple competing priorities and adapting to a flexible and fast-paced environment. We’re a growth stage startup after all. Last, but certainly not least, you’re driven by a fresh perspective and entrepreneurial spirit.

FAQs

What will be the primary focus of the Internal Sales Associate role at Vestwell?

The primary focus of the Internal Sales Associate role at Vestwell will be to identify and convert new business opportunities to help achieve revenue growth objectives.

Who will the Internal Sales Associate be partnering with at Vestwell?

The Internal Sales Associate will be partnering with a senior Regional Retirement Director at Vestwell.

What level of experience is required for the Internal Sales Associate role at Vestwell?

We are looking for an experienced Internal Sales Associate to join our team at Vestwell.

What will be the key responsibilities of the Internal Sales Associate at Vestwell?

As an Internal Sales Associate at Vestwell, your key responsibilities will include setting standards for identifying and converting new business opportunities.

Vestwell

Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individuals.

Finance
Industry
201-500
Employees
2016
Founded Year

Mission & Purpose

Vestwell is the modern fintech engine powering savings and investment programs for businesses and individual savers across the country. We’re helping to close the savings gap by offering flexible, cost-effective, modern solutions to save for the critical aspects of life - retirement, education, and healthcare. Vestwell currently powers more than 50,000 businesses, over a million savers, and $30 billion in assets in all 50 states. To learn more visit vestwell.com. Vestwell Advisors LLC is a subsidiary of Vestwell Holdings, Inc. Vestwell Advisors LLC is an investment advisor registered with the Securities and Exchange Commission and can provide investment management services for qualified retirement plans using the Vestwell platform