# RVP, National Sales

**Company:** [Vestwell](https://hotfix.jobs/companies/vestwell)
**Location:** Remote
**Role:** Account Executive
**Salary:** $100k – $110k/yr
**Experience:** 5+ years
**Skills:** B2B Sales, Retirement Plan Sales, Pipeline Management, Cold Calling, Strategic Partnerships, Product Demos, Relationship Management, Sales Target Achievement, Retirement Plan Record-Keeping, Fintech Sales
**Posted:** 2026-06-15

> Drive retirement plan sales and strategic partnerships across an assigned region for a fintech platform. Build pipeline, conduct demos, exceed revenue targets, and travel 50-70%. Requires 5+ years B2B sales experience in retirement or fintech.

## Job Description

## 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.

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