Job details

Business Development Specialist

Vestwell is seeking a Business Development Specialist to help promote their growth in the financial advisor marketplace. This role is pivotal in converting leads into retirement plan sales while operating in a dynamic and collaborative environment.

Skills

B2B sales experience
Salesforce proficiency
Excellent communication skills
Detail-oriented

Responsibilities

Convert organic leads into retirement plan sales
Initiate and develop lead prospecting practices
Maintain a robust sales pipeline
Collaborate with regional RVP
Hit KPIs month over month

Education

Bachelor's degree preferred

Benefits

Competitive health coverage
Open vacation policy
401(k) plan
Remote-hybrid work policy

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Vestwell (NY) Glassdoor Company Review

4.1

Vestwell (NY) DE&I Review

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CEO of Vestwell (NY)

Aaron Schumm

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By Vestwell (NY)

Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyon...

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FUNDING

Private

DEPARTMENTS

Sales & Business Development

SENIORITY LEVEL REQUIREMENT

Mid-Level

INDUSTRY

Enterprise Software & Network Solutions

TEAM SIZE