Internal Sales Director

Join Vestwell, a leading fintech company in the workplace retirement plan space. As an Internal Sales Director, you will serve as a strategic consultant to financial advisors and internal stakeholders, manage a full sales cycle within a defined territory, and collaborate closely with various teams to optimize processes and align offerings with client objectives. You will be responsible for converting leads into plan sales, conducting needs assessments, and developing long-term partnerships with financial advisors. This position offers a competitive salary, health coverage, generous vacation and leave policies, a strong focus on learning and development, a hybrid work environment, and a great 401(k) plan.

• Analyser les besoins des conseillers financiers et fournir des conseils adaptés pour influencer les résultats.
• Gérer l'ensemble du cycle de vente dans un territoire défini pour promouvoir la croissance de Vestwell sur le marché des conseillers financiers.
• Développer et maintenir des relations solides avec les prospects conseillers financiers pour créer des partenariats régionaux répétables.

• 3+ years of experience in a client-facing, consultative role within Financial Services, FinTech, payroll, or a similar industry
• Good knowledge of Salesforce, comfort level with other Sales technology
• Excellent written and verbal communication skills are a must
• Demonstrated success in achieving sales goals (Rep of the year, Quota club, etc.)
• Self-starter who can operate well in a collaborative team environment
• Strong attention to detail and a passion for creating a top-notch selling environment and process
• Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily!
• Proven ability to manage complex relationships and provide strategic guidance throughout multi-step business processes
• A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline
• Ability to carry a plan sale over the entire sales cycle from prospecting to conversion
• Experience in a startup or high-growth company
• Understanding of the defined contribution or workplace retirement plan ecosystem