Internal Sales Director

About Vestwell Vestwell is the backbone of the modern savings economy. Vestwell is a financial technology company equipping individuals with the tools, confidence, and access to move toward financial well-being. Founded in 2016, Vestwell’s platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone. Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings. Trusted by financial advisors, employers, payroll providers, financial institutions, and government agencies, Vestwell powers 2.55M+ savers across 750+ businesses nationwide, with over $56B+ in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all, Vestwell provides an elevated and accessible savings technology everyone deserves. Recognized among CNBC’s World’s Top Fintech Companies, the Inc. 5000 list of fastest-growing companies, Forbes America’s Best Startup Employers, WealthManagement.com’s Retirement Plan Advisor Support Award, Built In’s Best Places to Work, and PLANSPONSOR’s Top 10 Recordkeepers, Vestwell continues to set the standard for innovation and impact in the savings industry. For more information, visit vestwell.com.

Vestwell

For the future.

Financial Services401(k)403(b)IRA rolloversRetirement PlanningFinancial AdvisorsDefined Contribution PlanStudent Loan RepaymentEmergency SavingsPayroll Integrations

V

vestwell.com

501-1,000 employees

Financial Services

New York, NY

2016

Privately Held

19k LinkedIn followers

Raised $623.8M

• You will be the primary driver for converting both organic and sourced leads
• into plan sales within your assigned region. Beyond this baseline, you will be
• Serve as a trusted advisor to financial advisors, providing guidance on plan
• design, fiduciary considerations, and platform capabilities.
• Conduct needs assessments and strategic discussions to align Vestwell’s
• solutions with client and advisor objectives.
• Consulting with prospects about possible plan features or plan types that may
• align with their workforce and assessing whether a standalone plan or
• aggregated plan would work best for the prospect's demographics and business
• goals.
• Develop and maintain repeatable regional relationships, supporting long-term
• engagement and partnership success.
• Initiate and own a consistent lead prospecting practice, managing
• lead-to-contact conversion and strategically prioritizing opportunities to
• maximize pipeline growth.
• Develop and maintain strong relationships with financial advisor prospects to
• create repeatable regional partnerships and long-term engagement.
• Manage a robust pipeline of advisor opportunities, ensuring accurate tracking
• and reporting while applying discretion and judgment to guide prioritization.
• Convert plan opportunities into closed-won sales through a repeatable,
• scalable process, applying the MEDDPICC sales methodology with discretion and
• judgment.
• Own accountability for achieving KPIs month-over-month, including meeting
• quota, conversion targets, and other performance metrics.
• Collaborate strategically with Regional Vice Presidents to support repeat
• advisors, small market solutions, and other territory-specific initiatives.
• Provide proactive support to the regional RVP on prospecting, opportunity
• prioritization, and strategic sales initiatives.

• 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
• processes, and ensure that Vestwell’s offerings align with client objectives.
• This position requires independent judgment, strategic thinking, and the ability
• to translate insights into actionable recommendations that strengthen advisor
• partnerships and drive long-term growth.
• 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.
• Self-starter who can operate well in a collaborative team environment.
• Good knowledge of Salesforce, comfort level with other Sales technology
• Excellent written and verbal communication skills are a must.
• Proven ability to prioritize multiple projects and tasks, adapt to changing
• needs, and tackle new challenges daily!
• Experience in a startup or high-growth company.
• Understanding of the defined contribution or workplace retirement plan
• ecosystem.
• This role will be based in either the New York City or Austin office, and will
• be part of Vestwell's hybrid in-office operation.
• The expected base salary range for this position is $70K - $80K base. This
• position is eligible to participate in the Company Bonus Pool and is eligible to
• receive new hire equity in the Company. Please note that salary bands are based
• on NY and other similar metro areas and may differ based on where the role is
• ultimately hired.

• We’re an innovative, high-growth company with an exciting future ahead. At
• Vestwell, we prioritize employee wellbeing through comprehensive health
• benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our
• hybrid work model offers flexibility while providing access to our collaborative
• offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of
• course, as a company focused on helping people save for the future, we offer a
• competitive 401(k) plan.