Regional Vice President, National Sales (Mid-Atlantic) - Vestwell : Job Details

WHO ARE WE LOOKING FOR?

Our team is growing rapidly and we are looking for a Regional Sales Vice President in the geographic Mid-Atlantic market who has successfully sold retirement plan administration and record-keeping services in the small and emerging corporate retirement plan market. You should be able to work closely with financial advisors and strategic partners to build a sales pipeline, win retirement plans, and develop strategic relationships. You should feel as comfortable on the phone cold calling prospects as you do developing deep, meaningful relationships with financial advisors.

WHAT WILL YOU BE DOING?

You will be the main driver for gaining distribution and converting retirement plans in your sales region. That's the base-line. Your job also includes consistently providing leadership, deep expertise, and support to the rest of the team.

Day-to-day you will also be expected to:

• Identify and successfully convert strategic partnerships with RIA Aggregators, Broker/Dealers, TPAs, Payroll Providers, Banks, and other partners in your sales region.
• Develop a retirement plan sales pipeline in your region through your key relationships and work with your internal team to prospect for new clients - cold calling is a must.
• Convert retirement plan opportunities into sales through a repeatable, scalable process in partnership with your internal sales team.
• Provide product demos and understand the retirement plan record-keeping, administration, and technology inside & out.
• Build a robust process to hand-off sales to Vestwell's implementation and client success teams to create a great client experience and generate repeat business.
• Manage & deliver on your plan sales and revenue targets.
• Be accountable for plan sponsor revenue generation in your region.

REQUIREMENTS

The Necessities

• 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 and cold calling prospect lists.

The Extras

• 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.
• Strong understanding of what a record-keeper, TPA, and 3(16) administrator does.
• Any FS certifications are a plus, eg: Series 7 and 66 or a Series 65 from a registered investment advisor, CFA, etc.

This role will be a remote based role, however we are prioritizing candidates in the Mid-Atlantic market.

The expected base salary range for this position is a minimum of $90K - $100K + OTE variable. This position is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.