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The Internal Sales Associate is responsible for identifying and converting new business opportunities through financial advisors, managing the sales cycle, and partnering across departments to promote growth in Vestwell's financial advisor marketplace.
As a Sales Development Representative at Vestwell, you'll engage with potential clients, qualify prospects, and generate meetings for the sales team by communicating the value of financial wellness products. You'll also manage a pipeline of interested prospects and enhance your skillset in the financial services industry.
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