Business Development Associate

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