Who are we?

Vestwell believes that all Americans should have easy access to a retirement account which is why we’ve created a digital platform that makes it simpler to offer and administer 401(k) plans. By combining the expertise of an advisor with the sophistication of a technology provider, we’ve modernized the retirement offering while removing traditional friction points. As a result, advisors get an easy button for expanding their business, employers get a cost-effective solution without the administrative burden, and employees get a user-friendly portal that helps them achieve their long term saving goals.

Why Vestwell?

With backing from leading Fintech and Finserv investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of change in the $7 trillion 401(k) market. Our team believes in the mission we’ve set out to achieve and we’re working hard to get there. We’re ambitious, honest, thoughtful, and fun. Oh, and we’re really good at ping pong.

Who are we looking for?

We are on the hunt for an experienced Internal Sales Specialist to qualify leads and generate sales across our retirement plan platform. Working alongside our external wholesalers and strategic partnerships team, this Sales Associate will focus on building relationships with retirement advisors and key partners across payroll, asset management, and TPA firms. Key responsibilities include:

• Partnering with the external 401(k) wholesaler team to general sales for Vestwell.
• Creating new and managing existing relationships with specialist 401(k) advisors and strategic partners.
• Articulating Vestwell’s value proposition, as well as generating comparative and competitive bidding analysis.

Requirements

The necessities:

• Bachelor’s Degree from an accredited four-year college or university.
• 2+ years of financial industry experience including demonstrated knowledge of the financial intermediary marketplace in the ERISA advisory space.
• Self-starter who can operate well in a collaborative, fast paced environment while adapting effectively to changing business priorities/strategies.
• Experience with investment analysis.
• Demonstrated ability to craft and present ideas in a clear and compelling way.
• Good knowledge of Salesforce Service Cloud preferred.
• Little, if any, travel requirements.

Benefits

We’re an early stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and, as such, offer competitive health coverage, an open vacation policy, cappuccino & healthy snacks, and a bright, comfortable office with lots of workspace options so you can be comfortable and as productive as possible. And naturally we have a great 401(k) plan!