# Business Development Associate

**Company:** [Vestwell](https://hotfix.jobs/companies/vestwell)
**Location:** New York, NY, Austin, TX
**Role:** Sales Development
**Salary:** $65k – $82k/yr
**Experience:** 1+ years
**Skills:** Salesforce, MEDDPICC, B2B Sales, Sales Pipeline Management, Lead Prospecting, Financial Services, Fintech, Sales Forecasting
**Posted:** 2026-04-23

> 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.

## Job Description

## 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.

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