Regional Vice President, National Sales

Summary

Join Vestwell, a rapidly growing fintech company, as a Regional Sales Vice President in the Mid-Atlantic market. You will be responsible for driving sales of retirement plan administration and record-keeping services to small and emerging corporate clients. This role requires strong B2B sales experience, particularly within the retirement or FinTech industry, and a proven ability to build and manage sales regions. You will work closely with financial advisors and strategic partners to develop a sales pipeline and convert opportunities. The position offers a competitive salary, equity, and benefits, including health coverage, generous vacation time, a hybrid work policy, and a 401(k) plan. The ideal candidate will possess intimate knowledge of the retirement plan advisor market and strong communication skills.

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 and cold calling prospect lists

Responsibilities

• 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 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
• 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

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
• Generous vacation offering
• Hybrid office policy
• All the equipment they need (plus a few perks!) to work effectively remotely
• Great 401(k) plan