Internal Sales Executive
Department: Sales & Distribution
Employment Type: Full Time
Location: New York City, NY
Description
Job Title: Internal Sales Executive
Location: Remote
Department: Sales
Reports To: Head of Advisor Sales
Position Summary
WealthPlus is a comprehensive workplace solution that’s reimagining the modern benefit stack. We bring simplicity, flexibility, and clarity to employee financial wellness and plan management through a single, unified platform. Our all-in-one solution empowers organizations to build customized benefit programs tailored to their unique goals. With seamless single sign-on and an integrated experience, managing plans, participants, and accounts becomes streamlined and efficient. At WealthPlus, we’re redefining how organizations and individuals think about workplace benefits— making the future of financial wellness more accessible, transparent, and personal. Join a dynamic team that is shaping the future of wealth and workplace technology!
The Internal Sales Executive drives new 401(k) plan sales through financial advisors, working by phone, video and email. You will prospect and qualify advisors, run discovery and platform demos, build proposals, and move plans from first conversation to signed and onboarded.
You will work in close partnership with our external sales team, covering advisors and territories they can't reach in person and handing off relationships that need field coverage. This is a quota-carrying role reporting to the Head of Advisor Sales, and an early hire on a team we are building now, so your feedback will shape our playbook, messaging and tools.
Key Responsibilities
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Build pipeline: prospect financial advisors, RIAs and broker-dealer reps through outbound calls, email, LinkedIn and inbound leads from marketing.
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Run the sale: lead discovery calls, deliver virtual platform demos, and qualify plan opportunities on size, timing and fit.
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Price and propose: gather census and plan data, prepare proposals and fee illustrations, and coordinate with pricing and operations on non-standard requests.
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Close and hand off: guide advisors and plan sponsors through paperwork and conversion, then hand off cleanly to implementation and service.
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Partner with the field: support external wholesalers with demos, proposals and follow-up, and agree clear rules on who owns which advisor.
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Grow advisor relationships: turn first-time advisors into repeat sources of plans with regular check-ins, education and new-plan campaigns.
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Keep the CRM honest: log every activity, keep forecasts accurate, and report pipeline weekly.
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Bring back the market: share competitive intel, objections and product gaps with sales leadership, marketing and product.
Skills, Knowledge and Expertise
Education & Experience:
- Bachelor’s degree in Business, Finance, Marketing, Communications, or a related field.
- 2+ years of experience in a wholesaling or client facing role focused on retirement plans.
- Demonstrated experience supporting and helping build a territory through advisor, intermediary, or partner distribution channels.
Skills & Knowledge:
- Retirement industry expertise, including defined contribution recordkeeping, ERISA, fiduciary models, and plan design.
- Strong consultative sales and relationship management skills, with the ability to engage advisors, TPAs, plan sponsors, and other key partners.
- Ability to position complex solutions clearly, including investment structures, share classes, pricing, and total plan cost considerations.
- Excellent communication and territory management discipline, with strong presentation, organization, and follow-through skills in a fast-paced environment.
- Proficiency with CRM and sales tools, along with the ability to operate independently while collaborating effectively across internal teams.
Preferred Qualifications:
- Experience selling retirement plan recordkeeping and administrative services.
- Experience working with advisor-sold retirement plan models and intermediary-driven distribution.
- Familiarity with plan design, fiduciary governance, retirement investment lineups, and sponsor-level solution positioning.
- Existing network of financial professionals, TPAs, and DCIO relationships in the assigned region.
- Experience supporting both new business development and retention of existing retirement plan relationships.
Benefits
- Competitive base salary; commensurate with experience and geographic market.
- Sales incentive compensation and commission opportunity.
- Eligibility to participate in our 401k program, annual discretionary bonus, and equity opportunities.
- Comprehensive benefits package including medical, dental, vision, and paid time off.
- Opportunity to build and lead a core function within a fast-growing fintech platform.
— Sarah J.
·
Marketing Manager
★★★★★
Verified
