Strategic Internal Sales Director - FinTech Advisory

VestweII; New York (NY); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health benefits

Generous time off

Employee Wellbeing Committee

Hybrid work model

401(k) plan

Job summary

Vestwell is seeking an Internal Sales Director to drive a full sales cycle within a defined territory, partnering with Regional VPs and cross-functional teams. You will analyze advisor needs, provide guidance on plan design, and convert opportunities into closed-won sales using MEDDPICC.

Based in NYC or Austin, this hybrid role offers base salary and eligibility for a company bonus pool plus new hire equity. Strong communication and Salesforce expertise are essential.

Qualifications

• 3+ years in client-facing, consultative role in Financial Services, FinTech, payroll, or similar.
• Proven ability to manage complex relationships and provide strategic guidance.
• Ability to carry a plan sale through 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 top-notch selling environment and process.
• Hunter with forecasting and executing new sales through a scalable process.
• Self-starter who collaborates well in a team.
• Good knowledge of Salesforce and comfort with other sales tech.
• Excellent written and verbal communication skills.
• Prioritization of multiple projects and adaptability to changing needs.

Responsibilities

• Drive conversion of leads into plan sales within assigned region.
• Serve as trusted advisor to financial advisors on plan design and platform capabilities.
• Conduct needs assessments and strategic discussions aligning Vestwell solution with objectives.
• Discuss plan features and determine standalone vs aggregated plans for prospects.
• Develop and maintain regional relationships for long-term engagement.
• Lead prospecting and manage lead-to-contact conversion to maximize pipeline growth.
• Manage a robust pipeline with accurate tracking and prioritization.
• Close opportunities using a repeatable, scalable MEDDPICC-driven process.
• Own KPIs and collaborate with Regional VPs on initiatives.
• Provide proactive support to regional RVP on prospecting and strategizing.

Skills

Consultative selling

Relationship management

Sales cycle management

MEDDPICC

Salesforce

Strong communication

Forecasting

Tools

Salesforce

Job description

Vestwell is seeking an Internal Sales Director to drive a full sales cycle within a defined territory, partnering with Regional VPs and cross-functional teams. You will analyze advisor needs, provide guidance on plan design, and convert opportunities into closed-won sales using MEDDPICC.

Based in NYC or Austin, this hybrid role offers base salary and eligibility for a company bonus pool plus new hire equity. Strong communication and Salesforce expertise are essential.