[Remote] RVP, National Sales
Note: The job is a remote job and is open to candidates in USA. Vestwell is a financial technology company transforming the savings economy, serving over 350,000 businesses and 2 million active savers. They are seeking a Regional Sales Director to drive distribution and convert retirement plans within the assigned region, focusing on building strategic partnerships and managing a robust sales pipeline.
Responsibilities
- Identify, develop, and convert strategic partnerships with RIA Aggregators, Broker/Dealers, TPAs, Payroll Providers, Banks, and other key partners within your sales region
- Develop, own, and manage a robust retirement plan sales pipeline, leveraging existing relationships and proactively prospecting for new clients, including strategic outreach and cold calling
- 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
- Convert retirement plan opportunities into sales, applying judgment and strategic thinking through a repeatable, scalable process in partnership with your internal sales team
- Deliver product demonstrations and maintain deep expertise in retirement plan record-keeping, administration, and technology, serving as a trusted advisor to prospects and clients
- Design and manage hand-off processes to Vestwell’s implementation and client success teams, ensuring a seamless client experience that drives repeat business
- Own and deliver on plan sales and revenue targets, exercising discretion in prioritization and approach to achieve results
- Maintain accountability for plan sponsor revenue generation within your region, influencing outcomes through relationship management, strategic execution, and cross-functional collaboration
Skills
- 5+ years in a B2B sales, preferably in retirement, FinTech, wealth, or a similar industry
- Intimate knowledge of how retirement plan advisors build, manage, and grow their practice
- Clear understanding and ability to articulate partnerships across multiple channels
- Consistent track record managing and leading sales regions and exceeding sales targets
- Ability to carry a plan sale over the entire sales cycle from prospecting to conversion
- Strong attention to detail and a passion for creating a top-notch selling environment and processes
- Excellent written & verbal communication skills are a must
- Experience developing cold calling prospect lists
- Travel required 50-70% of the time
- Experience selling retirement plan record-keeping and administration is a very, very strong plus
- Previous coverage of the small and emerging corporate retirement plan market
- Previously covered the sales region being hired
- Strong understanding of what a record-keeper, TPA, and 3(16) administrator does
- Any FS certifications are a plus, eg: Series 65, Series 7, CFA, etc
Benefits
- Comprehensive health benefits
- Generous time off
- 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
- A competitive 401(k) plan
Company Overview