Internal Sales Director

We need to output only HTML fragment, with sections for headings where content exists. Must not repeat job title. Must not include Job ID etc. Must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove interview process? The instruction says remove application instructions. Interview process is part of application instructions? Likely yes, we should remove interview process section. Also remove "Please note that salary bands..."? That's part of Pay info, we keep Pay section. Must include sections only when posting has real specific content. We have sections: About the role? The posting includes "Who Are We Looking For?" and "What Will You Be Doing?" and "Requirements" with subparts "The Necessities" and "The Extras". Also "Employee Benefits". Also Pay (base salary range). Also maybe "Schedule"? Not mentioned. So we should not create Schedule section. Benefits: we have Employee Benefits description. Also maybe "Location"? Not a heading per rules; we could fold location into a short p under maybe "About the role"? But we shouldn't create a heading for location unless specified. The rules say use headings for section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can map content to these headings. Let's identify: - About the role: could be the introductory paragraph about Vestwell and the role description? The "Who Are We Looking For?" is basically about the role. We'll put that under

About the role

with prose. - Responsibilities: "What Will You Be Doing?" list of duties. We'll put under

Responsibilities

with

• items. - Requirements: we have "Requirements" with "The Necessities" and "The Extras". We'll put under

  Requirements

  with
  • items (maybe separate sublists? but we can just list all). Must preserve all substantive info. - Qualifications: maybe not separate; we could treat Requirements as qualifications. But we have both Requirements and maybe Skills? The posting mentions "Good knowledge of Salesforce, comfort level with other Sales technology", "Excellent written and verbal communication skills". Those are skills. Could create a Skills section. However we must only include sections when posting has real specific content. It does have skills. So we could add

    Skills

    with list. - Benefits: Employee Benefits description. We'll put under

    Benefits

    with
    • items (health benefits, generous time off, Employee Wellbeing Committee, hybrid work model, offices, competitive 401(k) plan). - Pay: base salary range $70K - $80K base, plus eligibility for bonus pool and new hire equity. We'll put under

      Pay

      with prose. - Schedule: not mentioned, so omit. We must not include duplicated lines. Ensure we don't include boilerplate like "Interview Process", "Privacy Policy", etc. We must preserve all substantive information: need to capture details from the posting. Let's extract content. First, introductory paragraph about Vestwell: "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". This is about company; could be part of About the role. Then "Who Are We Looking For? 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." That's role description. Then "What Will You Be Doing?" with bullet-like sentences. Let's list them: - 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'll turn each into
    • . Then Requirements: "The Necessities" list: - 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! Then "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. We could treat location as part of Requirements or maybe separate but not a heading. We'll include location in Requirements as a bullet. Now Benefits: "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." We'll make list items: comprehensive health benefits, generous time off, dedicated Employee Wellbeing Committee, hybrid work model offering flexibility and access to offices in Midtown Manhattan, Austin, King of Prussia, Scottsdale, competitive 401(k) plan. Pay: "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." We'll include that as prose under Pay. Now we must not include interview process, privacy policy, etc. Now produce HTML fragment: start with maybe

      About the role

      then

      ...

      . Then

      Responsibilities

      ...
      . Then

      Requirements

      ...
      . Then

      Skills

      maybe? But we already included some skills in Requirements (Salesforce, communication). Could separate but not required. The instruction says prefer few substantive sections over many thin ones. So maybe we keep Requirements covering all necessities and extras, and not create separate Skills. However the skills are part of Requirements; we can keep them there. So we may not need Skills section. Thus sections: About the role, Responsibilities, Requirements, Benefits, Pay. Check if any content for Qualifications? Not separate. Now ensure we don't repeat job title. Not include "Internal Sales Director" as heading. It's okay to appear in prose. Now produce HTML. We must not include markdown code fences. Just raw HTML. Let's craft. About the role paragraph: combine Vestwell intro and Who Are We Looking For? Might be long but okay. We'll produce:

      About the role

      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. 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.

      Then Responsibilities list. We'll convert each bullet to
    • . Ensure we keep the exact phrasing but maybe adjust capitalization? Keep as is. Let's list: - 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