Vestwell is hiring a
Regional Vice President, Remote - Worldwide

Summary

The job is for a Regional Sales Vice President at Vestwell, a FinTech firm focusing on workplace savings and investment platforms. The role requires 3-5+ years of B2B sales experience, preferably in retirement, FinTech, wealth, or similar industries. The main responsibilities include gaining distribution and converting retirement plans in the sales region, developing a sales pipeline, providing product demos, and managing revenue targets.

Requirements

• 3-5+ 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

Preferred Qualifications

• 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

Benefits

• Competitive health coverage
• An open vacation policy
• A remote-hybrid office policy
• All equipment needed for remote work
• A great 401(k) plan