Business Development Associate

Who you are

You have a strong background in financial services sales, ideally with experience in business development. You understand the nuances of engaging with financial advisors and have a proven track record of identifying and converting new business opportunities. Your communication skills are top-notch, allowing you to effectively articulate value propositions and build relationships with channel partners. You are comfortable with a proactive approach to business development, including frequent outreach through calls and emails. You possess strong organizational skills, enabling you to manage constituent databases and qualify prospects efficiently. You are results-driven and have a keen focus on achieving revenue growth objectives.

Desirable

Experience working in a fintech environment is a plus, as is familiarity with workplace-delivered retirement plans and savings accounts. A background in sales strategy development and execution will set you apart. You are adaptable and can thrive in a fast-paced environment, adjusting your approach based on market feedback and client needs.

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 solutions to financial advisors. You will engage in smart business development activities, including crafting and positioning value propositions that resonate with potential clients. Your responsibilities will include qualifying leads, conducting outreach, and closing sales to meet ambitious revenue targets. You will collaborate closely with internal teams to ensure alignment on product offerings and market strategies. You will also analyze market trends and client feedback to refine your approach and enhance Vestwell's market presence.

What we offer

Vestwell provides a dynamic work environment where you can make a significant impact on the company's growth trajectory. You will have access to a range of professional development opportunities, allowing you to enhance your skills and advance your career. We value collaboration and encourage team members to share insights and strategies that contribute to our collective success. Additionally, we offer competitive compensation and benefits to support your well-being and work-life balance. Join us in redefining how people save for critical life aspects and be part of a mission-driven team that is making a difference in the financial technology space.