Business Development Associate Job at Fin Capital (New York, NY)

Business Development Associate

Fin Capital

Location:
United States , New York, NY ▼
Austin, TX

Category:
Sales

Contract Type:
Not provided

Salary:

65000.00 - 82000.00 USD / Year

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Job Description:

We are on the hunt for an experienced financial services sales representative to help us set the standards for identifying and converting new business at Vestwell through financial advisors. You will play a fundamental role in achieving our ambitious revenue growth objectives by owning and managing full sales cycle in your assigned territory to promote Vestwell’s growth in the financial advisor marketplace.

Job Responsibility:

Initiate and develop a healthy lead prospecting practice and lead to contact conversion rate
Create consistency in lead gen, growing and maintaining ongoing relationships to drive pipeline in your territory
Develop repeat regional relationships with new financial advisor prospects
Maintain a robust retirement plan sales pipeline in your region
Convert plan opportunities into closed won opportunities through a repeatable, scalable process
Practice a proven and successful sales methodology (MEDDPICC)
Successfully hit KPIs month over month
inclusive of but not limited to successfully meeting your quota and hitting your key performance indicator metrics MoM
Work in collaboration with the regional RVPs to support repeat advisors, small market solutions in the territory, etc
Support the regional RVP on any prospecting needs

Requirements:

1+ years in a B2B sales, preferably in retirement, FinTech, payroll, or a similar industry
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.)
Strong attention to detail and a passion for creating a top-notch selling environment and process
A hunter with a proven track record of forecasting, and executing new sales through a repeatable and scalable sales process and pipeline
Self-starter who can operate well in a collaborative team environment
Good knowledge of Salesforce, comfort level with other Sales technology
Excellent written and verbal communication skills are a must
Proven ability to prioritize multiple projects and tasks, adapt to changing needs, and tackle new challenges daily

Nice to have:

Startup and/or financial services experience
Understanding of the defined contribution space a plus

What we offer:

Competitive health coverage
Generous vacation offering
Hybrid office policy
Great 401(k) plan
Eligible to participate in the Company Bonus Pool
Eligible to receive new hire equity in the Company

Additional Information:

Job Posted:
February 17, 2026

Employment Type:

Fulltime

Work Type:

Hybrid work

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