Logo of Huzzle


Internal Sales Associate

Logo of Vestwell


16d ago

💼 Graduate Job

Austin +2

🤑 £60K - £70K

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.

Graduate Job

Sales & Business Development, Banking & FinanceAustin, Phoenix, New York


  • We are looking for an experienced Internal Sales Associate to help us set the standards for identifying and converting new business at Vestwell. You will play a fundamental role in achieving our ambitious revenue growth objectives while partnering with a senior Regional Retirement Director.


  • 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

Education requirements

Currently Studying

Area of Responsibilities

Sales & Business Development
Banking & Finance


  • 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.


Work type

Full time

Work mode



Austin, Phoenix, New York


60000 - 70000 GBP