Regional Director, Vestwell

• 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

Desirable

• 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