RVP, National Sales

🕒 June 15

🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $100k - $110k / year

⏰ Full Time

🔴 Lead

🤑 Sales

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Vestwell

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

💳 Fintech

🤝 B2B

💰 Series C on 2021-07

Finance • Fintech • B2B

Vestwell is a modern savings platform designed for savers, offering a range of savings solutions with an emphasis on user experience. The company specializes in providing workplace-sponsored retirement plans, such as 401(k) and 403(b), individual retirement accounts (IRAs), and education savings accounts like 529 plans and ABLE accounts. Vestwell partners with financial advisors, employers, TPAs, payroll providers, and government agencies to simplify savings through efficient integration with payroll and financial systems. By leveraging technology, Vestwell ensures user-friendly access to its comprehensive suite of savings products, helping individuals and businesses navigate retirement and education savings with ease.

📋 Description

• 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.

🎯 Requirements

• 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

🏖️ Benefits

• Comprehensive health benefits • Generous time off • Employee Wellbeing Committee • 401(k) plan