Internal Sales Director
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve all substantive info. Remove boilerplate, navigation, legal, EEO, etc. Also remove application instructions. Include a section only when posting has real specific content for it; never emit heading with filler/placeholder text. Prefer few substantive sections over many thin ones.
We need to parse the posting.
Content:
- Vestwell description (company overview) – maybe "About the role"? Actually "Who Are We Looking For?" is a heading but we can treat as "About the role". The description of Vestwell is company overview; could be part of "About the role" or maybe separate "About the company". But we only have allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can use About the role for company overview and role summary.
- Responsibilities: The "What Will You Be Doing?" section lists many bullet-like sentences. We can turn into
- .
- Requirements: There's "Requirements" heading with "The Necessities" and "The Extras". We can combine into Requirements section (maybe also Qualifications). The allowed headings include Requirements and Qualifications. We could put necessities under Requirements, and extras under Qualifications or Skills. But we need to avoid thin sections. Perhaps combine all into Requirements (including necessities and extras). Or separate: Requirements for necessities, Qualifications for extras, Skills for maybe Salesforce knowledge etc. Let's see.
The posting includes:
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.)
- 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!
The Extras:
- Experience in a startup or high-growth company.
- Understanding of the defined contribution or workplace retirement plan ecosystem.
- This role will be based in either the New York City or Austin office, and will be part of Vestwell's hybrid in-office operation.
- The expected base salary range for this position is $70K - $80K base.
- This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company.
- Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
Employee Benefits:
- We’re an innovative, high-growth company with an exciting future ahead.
- At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee.
- Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale.
- And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
Interview Process etc – we need to remove application instructions and boilerplate. The interview process is basically instructions; we should remove it. Also remove privacy policy, California notice, etc.
We need to include Pay section if posting actually states them. Yes, base salary range $70K - $80K base, bonus pool, equity. So we should have a Pay section.
Schedule: Not mentioned explicitly; hybrid in-office operation but no specific schedule. Could be considered schedule? The posting says "This role will be based in either the New York City or Austin office, and will be part of Vestwell's hybrid in-office operation." That's about location/work arrangement, not schedule. No explicit schedule like full-time, part-time, hours. So we should not create Schedule section unless there is real specific content. So omit Schedule.
Benefits: we have benefits described: comprehensive health benefits, generous time off, Employee Wellbeing Committee, hybrid work model, access to offices, competitive 401(k). So we can have Benefits section.
Now About the role: Should include company overview and role summary. The "Who Are We Looking For?" plus description of role: internal sales director, strategic consultant, etc. We'll put that in About the role.
Responsibilities: The "What Will You Be Doing?" section includes many bullet-like sentences. We'll convert each sentence to
- . Ensure we keep all details.
Requirements: We'll put the Necessities list as
- . Possibly also include The Extras as part of Requirements or Qualifications. Since we have Qualifications heading allowed, we could put Extras under Qualifications. But we need to avoid thin sections. The Extras includes 2 items (startup experience, understanding of DC/retirement plan ecosystem) plus location/hybrid, salary, bonus, equity. Some of those are not qualifications but location and compensation. Better to put location/hybrid maybe in About the role or Benefits? Actually location/hybrid is about work arrangement; could be in About the role or maybe a separate section but not allowed. We could include location/hybrid in About the role as part of role description. Salary/bonus/equity go to Pay section. So Qualifications could be the Extras (startup experience, understanding of defined contribution or workplace retirement plan ecosystem). That's two items; still maybe okay but could be thin. However we could merge Extras into Requirements as additional qualifications. The instruction: Prefer a few substantive sections over many thin ones. So maybe better to have just Requirements section containing all necessities and extras (excluding location/salary/benefits). Then we have Benefits and Pay sections. That's three sections plus About the role and Responsibilities = 5 sections. That's fine.
Thus sections:
- About the role (company overview + role summary)
- Responsibilities (list of duties)
- Requirements (list of necessities + extras)
- Benefits (list of benefits)
- Pay (salary range, bonus pool, equity)
We must not repeat job title as heading. So no heading for Internal Sales Director.
We must not include Job ID etc.
We must output only HTML fragment, no /, no markdown fences.
Let's craft.
About the role: combine Vestwell description and role summary.
Vestwell description: "Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. 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"
Role summary: "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."
We'll put that in
maybe multiple paragraphs.
Responsibilities: list each bullet from "What Will You Be Doing?" Let's extract sentences:
- 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.
We need to preserve capitalization? Keep as is but maybe lower case first letter? We'll keep as given but maybe adjust to sentence case. Not required but keep content.
We'll wrap each in
- .
Requirements: list necessities and extras (excluding location/salary/benefits). Let's list:
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.)
- 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!
Extras:
- Experience in a startup or high-growth company.
- Understanding of the defined contribution or workplace retirement plan ecosystem.
We could also include location/hybrid? But we decided to put location/hybrid maybe in About the role or Benefits? Actually location/hybrid is about work arrangement; could be in About the role as part of role description. We'll add a sentence about location/hybrid in About the role after responsibilities? But we already have About the role; we can incorporate location/hybrid there: "This role will be based in either the New York City or Austin office, and will be part of Vestwell's hybrid in-office operation." That's location info.
We'll add that to About the role.
Benefits: list:
- comprehensive health benefits
- generous time off
- dedicated Employee Wellbeing Committee
- hybrid work model offers flexibility while providing access to collaborative offices in Midtown Manhattan, Austin, King of
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve all substantive info. Remove boilerplate, navigation, legal, EEO, etc. Also remove application instructions. Include a section only when posting has real specific content for it; never emit heading with filler/placeholder text. Prefer few substantive sections over many thin ones. We need to parse the posting. Content: - Vestwell description (company overview) – maybe "About the role"? Actually "Who Are We Looking For?" is a heading but we can treat as "About the role". The description of Vestwell is company overview; could be part of "About the role" or maybe separate "About the company". But we only have allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can use About the role for company overview and role summary. - Responsibilities: The "What Will You Be Doing?" section lists many bullet-like sentences. We can turn into
- . - Requirements: There's "Requirements" heading with "The Necessities" and "The Extras". We can combine into Requirements section (maybe also Qualifications). The allowed headings include Requirements and Qualifications. We could put necessities under Requirements, and extras under Qualifications or Skills. But we need to avoid thin sections. Perhaps combine all into Requirements (including necessities and extras). Or separate: Requirements for necessities, Qualifications for extras, Skills for maybe Salesforce knowledge etc. Let's see. The posting includes: 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.) - 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! The Extras: - Experience in a startup or high-growth company. - Understanding of the defined contribution or workplace retirement plan ecosystem. - This role will be based in either the New York City or Austin office, and will be part of Vestwell's hybrid in-office operation. - The expected base salary range for this position is $70K - $80K base. - This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. - Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. Employee Benefits: - We’re an innovative, high-growth company with an exciting future ahead. - At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. - Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. - And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan. Interview Process etc – we need to remove application instructions and boilerplate. The interview process is basically instructions; we should remove it. Also remove privacy policy, California notice, etc. We need to include Pay section if posting actually states them. Yes, base salary range $70K - $80K base, bonus pool, equity. So we should have a Pay section. Schedule: Not mentioned explicitly; hybrid in-office operation but no specific schedule. Could be considered schedule? The posting says "This role will be based in either the New York City or Austin office, and will be part of Vestwell's hybrid in-office operation." That's about location/work arrangement, not schedule. No explicit schedule like full-time, part-time, hours. So we should not create Schedule section unless there is real specific content. So omit Schedule. Benefits: we have benefits described: comprehensive health benefits, generous time off, Employee Wellbeing Committee, hybrid work model, access to offices, competitive 401(k). So we can have Benefits section. Now About the role: Should include company overview and role summary. The "Who Are We Looking For?" plus description of role: internal sales director, strategic consultant, etc. We'll put that in About the role. Responsibilities: The "What Will You Be Doing?" section includes many bullet-like sentences. We'll convert each sentence to
- . Ensure we keep all details.
Requirements: We'll put the Necessities list as
- . Possibly also include The Extras as part of Requirements or Qualifications. Since we have Qualifications heading allowed, we could put Extras under Qualifications. But we need to avoid thin sections. The Extras includes 2 items (startup experience, understanding of DC/retirement plan ecosystem) plus location/hybrid, salary, bonus, equity. Some of those are not qualifications but location and compensation. Better to put location/hybrid maybe in About the role or Benefits? Actually location/hybrid is about work arrangement; could be in About the role or maybe a separate section but not allowed. We could include location/hybrid in About the role as part of role description. Salary/bonus/equity go to Pay section. So Qualifications could be the Extras (startup experience, understanding of defined contribution or workplace retirement plan ecosystem). That's two items; still maybe okay but could be thin. However we could merge Extras into Requirements as additional qualifications. The instruction: Prefer a few substantive sections over many thin ones. So maybe better to have just Requirements section containing all necessities and extras (excluding location/salary/benefits). Then we have Benefits and Pay sections. That's three sections plus About the role and Responsibilities = 5 sections. That's fine.
Thus sections:
- About the role (company overview + role summary)
- Responsibilities (list of duties)
- Requirements (list of necessities + extras)
- Benefits (list of benefits)
- Pay (salary range, bonus pool, equity)
We must not repeat job title as heading. So no heading for Internal Sales Director.
We must not include Job ID etc.
We must output only HTML fragment, no /, no markdown fences.
Let's craft.
About the role: combine Vestwell description and role summary.
Vestwell description: "Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. 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"
Role summary: "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."
We'll put that in
maybe multiple paragraphs. Responsibilities: list each bullet from "What Will You Be Doing?" Let's extract sentences: - 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. We need to preserve capitalization? Keep as is but maybe lower case first letter? We'll keep as given but maybe adjust to sentence case. Not required but keep content. We'll wrap each in
- . Requirements: list necessities and extras (excluding location/salary/benefits). Let's list: 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.) - 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! Extras: - Experience in a startup or high-growth company. - Understanding of the defined contribution or workplace retirement plan ecosystem. We could also include location/hybrid? But we decided to put location/hybrid maybe in About the role or Benefits? Actually location/hybrid is about work arrangement; could be in About the role as part of role description. We'll add a sentence about location/hybrid in About the role after responsibilities? But we already have About the role; we can incorporate location/hybrid there: "This role will be based in either the New York City or Austin office, and will be part of Vestwell's hybrid in-office operation." That's location info. We'll add that to About the role. Benefits: list: - comprehensive health benefits - generous time off - dedicated Employee Wellbeing Committee - hybrid work model offers flexibility while providing access to collaborative offices in Midtown Manhattan, Austin, King of
- . Possibly also include The Extras as part of Requirements or Qualifications. Since we have Qualifications heading allowed, we could put Extras under Qualifications. But we need to avoid thin sections. The Extras includes 2 items (startup experience, understanding of DC/retirement plan ecosystem) plus location/hybrid, salary, bonus, equity. Some of those are not qualifications but location and compensation. Better to put location/hybrid maybe in About the role or Benefits? Actually location/hybrid is about work arrangement; could be in About the role or maybe a separate section but not allowed. We could include location/hybrid in About the role as part of role description. Salary/bonus/equity go to Pay section. So Qualifications could be the Extras (startup experience, understanding of defined contribution or workplace retirement plan ecosystem). That's two items; still maybe okay but could be thin. However we could merge Extras into Requirements as additional qualifications. The instruction: Prefer a few substantive sections over many thin ones. So maybe better to have just Requirements section containing all necessities and extras (excluding location/salary/benefits). Then we have Benefits and Pay sections. That's three sections plus About the role and Responsibilities = 5 sections. That's fine.
Thus sections:
- About the role (company overview + role summary)
- Responsibilities (list of duties)
- Requirements (list of necessities + extras)
- Benefits (list of benefits)
- Pay (salary range, bonus pool, equity)
We must not repeat job title as heading. So no heading for Internal Sales Director.
We must not include Job ID etc.
We must output only HTML fragment, no /, no markdown fences.
Let's craft.
About the role: combine Vestwell description and role summary.
Vestwell description: "Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. 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"
Role summary: "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."
We'll put that in