Regional Vice President, National Sales

Job not on LinkedIn

September 10

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

💵 $90k - $100k / year

⏰ Full Time

🔴 Lead

🤑 Sales

🦅 H1B Visa Sponsor

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Vestwell

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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.

201 - 500 employees

💸 Finance

💳 Fintech

🤝 B2B

💰 Series C on 2021-07

📋 Description

• Be the main driver for gaining distribution and converting retirement plans in the sales region • Consistently provide leadership, deep expertise, and support to the rest of the team • Identify and successfully convert strategic partnerships with RIA Aggregators, Broker/Dealers, TPAs, Payroll Providers, Banks, and other partners • Develop a retirement plan sales pipeline in your region through key relationships and prospecting (cold calling required) • Convert retirement plan opportunities into sales through a repeatable, scalable process in partnership with internal sales • Provide product demos and have deep understanding of retirement plan record-keeping, administration, and technology • Build a robust process to hand-off sales to implementation and client success teams to create a great client experience and generate repeat business • Manage and deliver on plan sales and revenue targets • Be accountable for plan sponsor revenue generation in your region

🎯 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 • Experience developing and cold calling prospect lists • Prioritizing candidates in the Chicago, IL market (role is remote-based but location preferred) • (Preferred) Experience selling retirement plan record-keeping and administration • (Preferred) Previous coverage of the small and emerging corporate retirement plan market • (Preferred) Strong understanding of what a record-keeper, TPA, and 3(16) administrator does • (Preferred) Any FS certifications are a plus, eg: Series 7 and 66 or a Series 65, CFA

🏖️ Benefits

• competitive health coverage • generous vacation offering • Employee Wellbeing Committee • hybrid office policy with Midtown Manhattan office access • great 401(k) plan • eligible to receive new hire equity in the Company