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VestwellVestwellNew York, NY

Business Development Associate

Drives new business development by prospecting financial advisors, managing full sales cycles for retirement plans, and hitting revenue quotas in assigned territories. Requires 1+ years B2B sales experience, preferably in FinTech or retirement services, with strong pipeline management skills.

65k – 82k/yr
Hybrid1+ YOESales Development

About the role

Responsibilities

  • Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate.
  • Create consistency in lead gen, growing and maintaining ongoing relationships to drive pipeline in your territory.
  • Develop repeat regional relationships with new financial advisor prospects.
  • Maintain a robust retirement plan sales pipeline in your region.
  • Convert plan opportunities into closed won opportunities through a repeatable, scalable process.
  • Practice a proven and successful sales methodology (MEDDPICC).
  • Successfully hit KPIs month over month; inclusive of but not limited to successfully meeting your quota and hitting your key performance indicator metrics MoM.
  • Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc.
  • Support the regional RVP on any prospecting needs.

Requirements

The Necessities

  • 1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry.
  • 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!

The Extras

  • Startup and/or financial services experience.
  • Understanding of the defined contribution space a plus!

Compensation

Expected OTE approximately $82K ($65K base + up to $17K variable). Salary bands based on NY and other similar metro areas and may differ based on location.

Skills

SalesforceMEDDPICCB2B SalesSales Pipeline ManagementLead ProspectingFinancial ServicesFintechSales Forecasting

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