[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.ResponsibilitiesIdentify, develop, and convert strategic partnerships with RIA Aggregators, Broker/Dealers, TPAs, Payroll Providers, Banks, and other key partners within your sales regionDevelop, own, and manage a robust retirement plan sales pipeline, leveraging existing relationships and proactively prospecting for new clients, including strategic outreach and cold callingConsulting 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 goalsConvert retirement plan opportunities into sales, applying judgment and strategic thinking through a repeatable, scalable process in partnership with your internal sales teamDeliver product demonstrations and maintain deep expertise in retirement plan record-keeping, administration, and technology, serving as a trusted advisor to prospects and clientsDesign and manage hand-off processes to Vestwell’s implementation and client success teams, ensuring a seamless client experience that drives repeat businessOwn and deliver on plan sales and revenue targets, exercising discretion in prioritization and approach to achieve resultsMaintain accountability for plan sponsor revenue generation within your region, influencing outcomes through relationship management, strategic execution, and cross-functional collaborationSkills5+ years in a B2B sales, preferably in retirement, FinTech, wealth, or a similar industryIntimate knowledge of how retirement plan advisors build, manage, and grow their practiceClear understanding and ability to articulate partnerships across multiple channelsConsistent track record managing and leading sales regions and exceeding sales targetsAbility to carry a plan sale over the entire sales cycle from prospecting to conversionStrong attention to detail and a passion for creating a top-notch selling environment and processesExcellent written & verbal communication skills are a mustExperience developing cold calling prospect listsTravel required 50-70% of the timeExperience selling retirement plan record-keeping and administration is a very, very strong plusPrevious coverage of the small and emerging corporate retirement plan marketPreviously covered the sales region being hiredStrong understanding of what a record-keeper, TPA, and 3(16) administrator doesAny FS certifications are a plus, eg: Series 65, Series 7, CFA, etcBenefitsComprehensive health benefitsGenerous time offA dedicated Employee Wellbeing CommitteeOur hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and ScottsdaleA competitive 401(k) planCompany OverviewVestwell is a digital savings platform that offers and manages a range of savings and retirement plans. It was founded in 2016, and is headquartered in New York, New York, USA, with a workforce of 501-1000 employees. Its website is http://vestwell.com.