Business Development Associate

Vestwell is a financial technology company based in New York City that is redefining how people save for critical life aspects. They are seeking a Business Development Associate to manage the sales cycle and promote growth in the financial advisor marketplace, requiring strong business development skills and a proven sales track record. 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 Skills 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! Startup and/or financial services experience Understanding of the defined contribution space a plus! Benefits Competitive health coverage Generous vacation offering Great 401(k) plan Company Overview Vestwell is a digital savings platform that offers and manages a range of savings and retirement plans. It was founded in 2016, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is