Vestwell

👥 251-500💰 $125,000,000 Series D over 1 year agoFinancial ServicesRetirementFinanceEmployee BenefitsFinTech
Website LinkedIn Email Facebook Twitter

Vestwell is a digital savings platform focused on creating automated retirement plans for employees. It provides tailored retirement investing options for Registered Investment Advisors (RIAs), ensuring compliance and engaging clients through automation. The company leverages various technologies to enhance its services.

Related companies:

Jobs at this company:

Apply

📍 Mid-Atlantic

🧭 Full-Time

💸 90000.0 - 100000.0 USD per year

🔍 Financial technology

  • 5+ years in B2B sales, preferably in retirement, FinTech, wealth, or a similar industry.
  • Intimate knowledge of retirement plan advisors and their practices.
  • Clear understanding of partnerships across multiple channels.
  • Track record of managing and leading sales regions, exceeding targets.
  • Ability to carry a sale through the entire cycle from prospecting to conversion.
  • Strong attention to detail and ability to create effective selling processes.
  • Excellent written and verbal communication skills.
  • Experience in developing and cold calling prospect lists.
  • Identify and convert strategic partnerships with relevant stakeholders.
  • Develop a retirement plan sales pipeline and prospect for new clients.
  • Convert retirement plan opportunities into sales through a consistent process.
  • Provide product demos and have deep understanding of retirement plan administration.
  • Build and manage the sales hand-off process to client success teams.
  • Meet sales and revenue targets in the assigned region.

Client relationship managementSales experienceMarket Research

Posted 3 months ago
Apply
Apply

📍 Georgia

💸 90000.0 - 100000.0 USD per year

🔍 Financial Technology

  • 5+ years in B2B sales, preferably in retirement, FinTech, or related industry.
  • Intimate knowledge of how retirement plan advisors build and grow their practice.
  • Ability to articulate partnerships across multiple channels.
  • Track record of managing sales regions and exceeding targets.
  • Ability to carry a plan sale through the entire sales cycle.
  • Strong attention to detail and passion for creating effective selling processes.
  • Excellent written and verbal communication skills.
  • Experience developing and cold calling prospect lists.
  • You will be the main driver for gaining distribution and converting retirement plans in your sales region.
  • Identify and successfully convert strategic partnerships with financial institutions and partners.
  • Develop a retirement plan sales pipeline through key relationships and prospecting.
  • Convert retirement plan opportunities into sales through a repeatable process.
  • Provide product demos and possess deep understanding of retirement plan technology.
  • Build a robust hand-off process for client experience and repeat business.
  • Manage and deliver on plan sales and revenue targets.

Relationship managementSales experience

Posted 3 months ago
Apply