Internal Sales Director

Job overview

Internal Sales Director is a hybrid role based in either Vestwell's New York City or Austin office. The expected base salary is $70,000–$80,000 per year; the role is also eligible for the company bonus pool and new-hire equity. Vestwell provides a savings platform for retirement, education, and healthcare savings. The director manages the sales cycle for a defined territory, converting leads into plan sales and building advisor partnerships. The role provides consultative guidance on plan design and platform capabilities while coordinating with regional and internal teams to support growth in the financial advisor marketplace.

What you'll do

• Advise financial advisors on plan design, fiduciary considerations, and platform capabilities
• assess prospect needs and plan options
• build regional advisor relationships
• prospect and prioritize leads
• manage pipeline tracking and reporting
• convert opportunities through the sales cycle using MEDDPICC
• meet quotas and performance targets
• collaborate with Regional Vice Presidents and internal teams on territory initiatives.

What we're looking for

Skills & competencies

internal sales director

hybrid

austin tx

new york city ny

vestwell

financial technology

consultative sales

financial advisors

retirement plans

sales pipeline

meddpicc

$70k–$80k base

bonus pool

new-hire equity

401(k)

Work arrangement

• Weekend coverage required

Benefits & perks

• Health benefits, generous time off, employee wellbeing committee, hybrid work model, competitive 401(k), bonus pool eligibility, and potential new-hire equity.

Why this role

Hybrid in-office operation; role may be based in New York City or Austin.

About the employer

Vestwell is hiring for this role. Industry: Financial Transactions Processing, Reserve, and Clearinghouse Activities. Sector: 52.