Regional Vice President of Partner Channel Sales, Vestwell

• 5+ years in a B2B sales, preferably in retirement, FinTech, wealth, or a similar industry
• Intimate knowledge of how payroll partners build, manage, and grow their business and how retirement fits into that
• 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 partnership sale over the entire sales cycle from prospecting to conversion and activation
• Strong attention to detail and a passion for creating a top-notch selling environment and processes
• Excellent written and verbal communication skills are a must
• Experience developing and cold calling prospect lists

Desirable

• Our team is growing rapidly and we are looking for a Regional Sales Director who has successfully sold retirement plan administration and record-keeping services in the small and emerging corporate retirement plan market
• You should be able to work closely with strategic partners (e.g., payroll providers) to build a sales pipeline, win retirement plans, and develop strategic relationships
• You will be the main driver for gaining distribution and converting retirement plans in your sales region
• That’s the base-line. Your job also includes consistently providing leadership, deep expertise, and support to the rest of the team
• Identify and successfully convert strategic partnerships with Payroll Providers, Banks, and other non-traditional partners in your sales region
• Develop a retirement plan sales pipeline in your region through your key relationships and work with your account executives to prospect for new clients - cold calling is a must and, as needed, you will be expected to meet with clients and prospects
• Convert retirement plan opportunities into sales through a repeatable, scalable process in partnership with your Account Executive
• Provide product demonstrations and understand Vestwell’s retirement plan recordkeeping, administration, and technology inside and out so that you are successfully able to consult with clients and prospects about their retirement plan needs and the plan features that would be a good fit for their workforce and industry
• Manage and deliver on your plan sales and revenue targets
• Be accountable for partner and plan sponsor revenue generation in your region

• It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests
• Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well
• Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer