Financial Services Sales Representative - Remote

Overview

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

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

In Short

• Seeking an experienced financial services sales representative.
• Responsible for identifying and converting new business through financial advisors.
• Manage the full sales cycle in assigned territory.
• Engage in business development activities including calls and emails.
• Build and maintain a sales pipeline.
• Collaborate with cross-functional teams.
• Achieve ambitious revenue growth objectives.
• Work in a hybrid office environment.
• Participate in the Company Bonus Pool and receive equity.

Requirements

• 1+ years in B2B sales, preferably in retirement or FinTech.
• Ability to manage the sales cycle from prospecting to conversion.
• Demonstrated success in achieving sales goals.
• Strong attention to detail.
• Proven track record in sales forecasting and execution.
• Self-starter with collaborative skills.
• Good knowledge of Salesforce.
• Excellent written and verbal communication skills.
• Ability to prioritize multiple projects.

Benefits

• Competitive health coverage.
• Generous vacation offering.
• Hybrid office policy with a comfortable workspace.
• All necessary equipment provided for remote work.
• Great 401(k) plan.