Vestwell

👥 251-500💰 $125,000,000 Series D about 1 year agoFinancial ServicesRetirementFinanceEmployee BenefitsFinTech
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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.

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📍 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.

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Posted about 1 month ago
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