Business Development • Mid-Level

Who you are

You have a strong background in financial services sales, ideally with experience in business development. You are comfortable with smart business development activities, including frequent phone calls and emails, and you excel at value proposition formatting and positioning. Your ability to work with channel partners and manage constituent databases is essential for success in this role. You are detail-oriented and have a knack for qualifying prospects and closing sales effectively.

You understand the importance of building relationships with financial advisors and are skilled at identifying and converting new business opportunities. Your proactive approach and strong communication skills enable you to engage effectively with various stakeholders, ensuring that you meet and exceed revenue growth objectives. You thrive in a fast-paced environment and are motivated by achieving ambitious targets.

What you'll do

In this role, you will own and manage the full sales cycle within your assigned territory, focusing on promoting Vestwell's innovative financial technology solutions to financial advisors. You will be responsible for identifying potential clients, reaching out to them through calls and emails, and presenting Vestwell's value proposition in a compelling manner. Your efforts will directly contribute to the company's revenue growth and market presence.

You will collaborate closely with internal teams to ensure that you have the necessary resources and support to succeed in your sales efforts. This includes working with marketing to develop targeted campaigns and materials that resonate with financial advisors. You will also track your sales activities and results, providing regular updates to your manager on your progress and any challenges you encounter.

What we offer

Vestwell provides a dynamic work environment where you can make a significant impact on the company's growth. We offer competitive compensation and benefits, along with opportunities for professional development and career advancement. You will be part of a team that values collaboration and innovation, and you will have the chance to contribute to the future of the savings economy.

Join us at Vestwell and help redefine how people save for critical aspects of life. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse perspectives and backgrounds.