Internal Sales Associate

2 weeks ago


New York, New York, United States Vestwell Full time
Job Title: Financial Services Sales Representative

Vestwell is seeking an experienced Financial Services Sales Representative to join our team. As a key member of our sales team, you will be responsible for identifying and converting new business opportunities in the financial advisor marketplace.

Key Responsibilities:

  • Develop and execute a sales strategy to achieve revenue growth objectives
  • Build and maintain relationships with financial advisors and other stakeholders
  • Prospect and qualify new business opportunities
  • Closing sales and managing the sales cycle

Requirements:

  • 2+ years of experience in B2B sales, preferably in retirement, FinTech, payroll, or a similar industry
  • Strong attention to detail and a passion for creating a top-notch selling environment and process
  • Excellent written and verbal communication skills
  • Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily

About Vestwell:

Vestwell is a growth stage startup that is changing the way small businesses approach workplace savings. We are committed to providing a flexible, powerful, and user-friendly platform for financial advisors and their clients. If you are a motivated and results-driven sales professional looking for a new challenge, we encourage you to apply.



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