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Internal Sales Director at Vestwell - ApplyBlast

Internal Sales Director

Vestwell

1 month ago

3.7 on Glassdoor

New York, New York, United States

Hybrid

Full Time

Director

0 applicants

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About this role

Vestwell is seeking an Internal Sales Director to serve as a strategic consultant and trusted advisor to financial advisors, driving growth in the financial advisor marketplace. The role involves managing a full sales cycle within a defined territory, analyzing advisor needs, and providing tailored guidance to convert leads into plan sales. This position requires collaboration with internal teams to optimize processes and ensure alignment with client objectives.

Responsibilities

Manage full sales cycle from prospecting to conversion for financial advisors
Serve as trusted advisor providing guidance on plan design and fiduciary considerations
Develop repeatable regional relationships and drive pipeline growth through consultative engagement

Skills

About Vestwell

vestwell.com

Headquarters

New York, New York, United States

Company Size

201-500 employees

Founded

2016

View Profile

Vestwell is a digital savings platform that modernizes how workplace retirement plans are designed, administered, and delivered. It provides turnkey technology for plan setup, recordkeeping, compliance, enrollment, payroll integrations, and custody/investment connections. Serving employers, financial advisors, and retirement providers, Vestwell offers APIs and a modern participant experience to simplify administration, reduce friction, and expand access to retirement benefits.