Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States.

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com

Who Are We Looking For?

We are seeking a Internal Sales Director who will serve as a strategic consultant and trusted advisor to financial advisors and internal stakeholders. In this role, your primary responsibility is to analyze advisor needs, provide tailored guidance, and influence outcomes through consultative engagement. As a result, you will own and manage a full sales cycle within a defined territory in order to promote Vestwell’s growth in the financial advisor marketplace.

You will partner closely with Regional Vice Presidents, Marketing, Product, Operations, and Partner Success teams to support advisor relationships, optimize processes, and ensure that Vestwell’s offerings align with client objectives. This position requires independent judgment, strategic thinking, and the ability to translate insights into actionable recommendations that strengthen advisor partnerships and drive long-term growth.

What Will You Be Doing?

You will be the primary driver for converting both organic and sourced leads into plan sales within your assigned region. Beyond this baseline, you will be expected to:

Serve as a trusted advisor to financial advisors, providing guidance on plan design, fiduciary considerations, and platform capabilities.
Conduct needs assessments and strategic discussions to align Vestwell’s solutions with client and advisor objectives.
Consulting with prospects about possible plan features or plan types that may align with their workforce and assessing whether a standalone plan or aggregated plan would work best for the prospect's demographics and business goals.
Develop and maintain repeatable regional relationships, supporting long-term engagement and partnership success.
Initiate and own a consistent lead prospecting practice, managing lead-to-contact conversion and strategically prioritizing opportunities to maximize pipeline growth.

Develop and maintain strong relationships with financial advisor prospects to create repeatable regional partnerships and long-term engagement.

Manage a robust pipeline of advisor opportunities, ensuring accurate tracking and reporting while applying discretion and judgment to guide prioritization.
Convert plan opportunities into closed-won sales through a repeatable, scalable process, applying the MEDDPICC sales methodology with discretion and judgment.
Own accountability for achieving KPIs month-over-month, including meeting quota, conversion targets, and other performance metrics.

Collaborate strategically with Regional Vice Presidents to support repeat advisors, small market solutions, and other territory-specific initiatives.

Provide proactive support to the regional RVP on prospecting, opportunity prioritization, and strategic sales initiatives.

Requirements

The Necessities

3+ years of experience in a client-facing, consultative role within Financial Services, FinTech, payroll, or a similar industry.
Proven ability to manage complex relationships and provide strategic guidance throughout multi-step business processes.
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.)