Power workplace retirement and savings on one modern platform—401(k)s, education, and emergency savings with payroll sync across 190+ providers. Backed by Lightspeed.
About the role
We are seeking a Internal Sales Director who will serve as a strategic consultant and trusted advisor to financial advisors and internal stakeholders. In this role, your primary responsibility is to analyze advisor needs, provide tailored guidance, and influence outcomes through consultative engagement. As a result, you will own and manage a full sales cycle within a defined territory in order to promote Vestwell’s growth in the financial advisor marketplace.
What they're looking for
- 3+ years of experience in a client-facing, consultative role within Financial Services, FinTech, payroll, or a similar industry
- Proven ability to manage complex relationships and provide strategic guidance throughout multi-step business processes
- 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
More about this role
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.
Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
We are seeking a Internal Sales Director who will serve as a strategic consultant and trusted advisor to financial advisors and internal stakeholders. In this role, your primary responsibility is to analyze advisor needs, provide tailored guidance, and influence outcomes through consultative engagement. As a result, you will own and manage a full sales cycle within a defined territory in order to promote Vestwell’s growth in the financial advisor marketplace.
You will partner closely with Regional Vice Presidents, Marketing, Product, Operations, and Partner Success teams to support advisor relationships, optimize...
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