Vestwell
FinTech
RVP,NationalSales
“RVP, National Sales at Vestwell. Skills: Retirement plan sales, Sales pipeline management, Strategic partnerships. Gain distribution. Convert retirement plans”
What You'll Achieve.
Own and deliver plan sales targets; Own and deliver revenue targets; Achieve results; Maintain accountability for plan sponsor revenue
Industry & Context.
Extensive travel required, Travel 50-70%
What They're Looking For.
Must Have
5+ years B2B sales, Intimate knowledge of retirement plan advisors, Clear understanding of partnerships across multiple channels, Consistent track record managing sales regions, Exceeding sales targets, Carry a plan sale over entire sales cycle, Excellent written & verbal communication skills, Experience developing cold calling prospect lists, Travel required 50-70%
Nice to Have
Experience selling retirement plan record-keeping, Experience selling retirement plan administration, Previous coverage of small corporate retirement plan market, Previous coverage of emerging corporate retirement plan market, Previous coverage of sales region, Understanding of record-keeper, Understanding of TPA, Understanding of 3(16) administrator, FS certifications are a plus
What You'll Do.
Convert retirement plans
Provide deep expertise
Provide strategic support
Identify strategic partnerships
Develop strategic partnerships
Convert strategic partnerships
Develop sales pipeline
Manage sales pipeline
Prospect for new clients
Conduct strategic outreach
Consult with prospects
Convert plan opportunities
Apply strategic thinking
Deliver product demonstrations
Serve as trusted advisor
Design hand-off processes
Manage hand-off processes
Ensure seamless client experience
Drive repeat business
Deliver plan sales targets
Deliver revenue targets
Maintain accountability
How You'll Work.
Team & Collaboration
Internal sales team partnership; Cross-functional collaboration
Communication Scope
Written communication; Verbal communication
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