Vestwell
Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individuals.
Financial Services • 401(k) • 403(b) • IRA rollovers • Retirement Planning
201 - 500
💰 Series C on 2021-07
Internal Sales Associate
March 21
Vestwell
Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individuals.
Financial Services • 401(k) • 403(b) • IRA rollovers • Retirement Planning
201 - 500
💰 Series C on 2021-07
Description
• Help set standards for identifying and converting new business • Play a fundamental role in achieving revenue growth objectives • Comfortable with smart business development activities • Report to EVP, Revenue and partner cross-functionally • Manage multiple competing priorities and adapt to a fast-paced environment • Driven by a fresh perspective and entrepreneurial spirit
Requirements
• Experience in a business development role • Experience in a business development environment using phone, email, chat & social queues • Ability to influence, manage, and present ideas clearly • Self-starter who can collaborate in a team environment • Knowledge of Salesforce and other Sales technology • Ability to prioritize multiple projects, adapt to changing needs, and tackle new challenges • Startup and/or financial services experience • Understanding of the defined contribution space is a plus • Series 7 and 66 or Series 65 from a registered investment advisor
Benefits
• Expected salary range 60-70k, plus variable • Based in NY or similar metro areas
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