RVP, National Sales

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

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
• 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.