RVP, National Sales

Who Are We Looking For?

Vestwell is seeking a Regional Sales Director with a proven track record in selling retirement plan administration and record-keeping services to small and emerging corporate retirement plan markets. The ideal candidate should have experience working with financial advisors and strategic partners at an executive or leadership level.

What Will You Be Doing?

• 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.
• Consult with prospects about possible plan features or plan types that may align with their workforce and assess 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

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
• 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

• We offer a competitive 401(k) plan
• A hybrid work model offering flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale
• Comprehensive health benefits and generous time off
• A dedicated Employee Wellbeing Committee

Pay

The expected base salary range for this position is a minimum of $100K - $110K, plus performance based variable.

Schedule

This role will be based in the Greater Ohio region, in a remote capacity.