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The Business Development Associate will drive lead generation, manage a sales pipeline, and convert leads into sales for retirement solutions, mainly through collaboration with financial advisors.

Serve as primary client contact for advisors and plan sponsors: answer inbound calls and emails, resolve administration issues, create and track tickets, host webinars, collaborate cross-functionally, share product feedback, and meet service level requirements to ensure client satisfaction.

The Sales Development Representative qualifies prospects, generates meetings, and supports the sales process by understanding products and communicating value effectively.

The Senior Associate will manage the onboarding process for plan sponsors and financial advisors, ensuring a smooth transition to Vestwell's platform while collaborating cross-functionally and providing project management support.