Vestwell is a leading fintech platform headquartered in New York City, transforming access to essential financial wellness programs for businesses and individuals. They offer a suite of comprehensive savings solutions, including 401(k), 403(b), IRA, and 529 plans, enabling over 350,000 businesses and over a million active savers with $30 billion in assets across all 50 states. As an extension of its partners, Vestwell ensures financial security by addressing critical aspects like retirement, healthcare, disability, and education needs.
Vestwell is a financial technology company focused on the new savings economy, helping individuals save for retirement, education, and healthcare. They are seeking an experienced financial services sales representative to focus on converting new business through outreach and building lasting relationships with financial advisors. The role emphasizes prospecting, lead nurturing, and closing sales in a high-growth environment.
Vestwell is a leading fintech platform headquartered in New York City, transforming access to essential financial wellness programs for businesses and individuals. They offer a suite of comprehensive savings solutions, including 401(k), 403(b), IRA, and 529 plans, enabling over 350,000 businesses and over a million active savers with $30 billion in assets across all 50 states. As an extension of its partners, Vestwell ensures financial security by addressing critical aspects like retirement, healthcare, disability, and education needs.