Strategic Internal Sales Director – FinTech

Vestwell; New York, Austin (NY, TX); Hybrid; USD 70,000 - 80,000; Full time

Job summary

Vestwell is seeking an Internal Sales Director to act as a strategic consultant to financial advisors and internal teams. You will own a full sales cycle within a defined territory, driving growth in the advisor marketplace.

You will collaborate with Regional VPs, Marketing, Product, Operations, and Partner Success to optimize processes and ensure offerings meet client objectives. This role is based in New York City or Austin with a hybrid in-office arrangement.

Qualifications

• 3+ years of client-facing, consultative experience in Financial Services, FinTech, payroll, or similar.
• Proven ability to manage complex relationships and guide multi-step processes.
• Ability to carry a plan sale through the entire sales cycle from prospecting to close.
• Demonstrated success in achieving sales goals (Rep of the year, Quota club).
• Attention to detail and a passion for top‑notch selling processes.
• Hunter with forecasting ability and scalable sales pipeline.
• Self-starter who collaborates well in a team.
• Proficient with Salesforce and other sales technology.
• Excellent written and verbal communication skills.
• Ability to prioritize multiple projects and adapt to daily changes.

Responsibilities

• Serve as trusted advisor to financial advisors on plan design, fiduciary considerations, and platform capabilities.
• Conduct needs assessments and strategic discussions to align Vestwell’s solutions with objectives.
• Consult with prospects about plan features or plan types for their workforce and demographics.
• Develop and maintain regional advisor relationships for long‑term engagement.
• Lead lead prospecting and manage pipeline growth with prioritized opportunities.
• Maintain robust pipeline tracking and reporting while guiding prioritization.
• Convert opportunities into closed‑won sales using a scalable MEDDPICC process.
• Meet KPIs month-over-month and collaborate with RVPs on initiatives.
• Provide proactive support on prospecting and prioritization.

Skills

Client-facing sales

Consultative selling

Forecasting

Salesforce proficiency

Communication skills

Relationship building

Multi-tasking / prioritization

Tools

Salesforce

Job description

Vestwell is seeking an Internal Sales Director to act as a strategic consultant to financial advisors and internal teams. You will own a full sales cycle within a defined territory, driving growth in the advisor marketplace.

You will collaborate with Regional VPs, Marketing, Product, Operations, and Partner Success to optimize processes and ensure offerings meet client objectives. This role is based in New York City or Austin with a hybrid in-office arrangement.