RVP, National Sales - Chicago

RVP, National Sales - Chicago

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

Our team is growing rapidly and we are looking for a Regional Sales Vice President in the geographic Chicago market 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 financial advisors and strategic partners to build a sales pipeline, win retirement plans, and develop strategic relationships. You should feel as comfortable on the phone cold calling prospects as you do developing deep, meaningful relationships with financial advisors.

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.

Day-to-day you will also be expected to :

• 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

The Necessities

The Extras

This role will be a remote based role, however we are prioritizing candidates in the Chicago, IL market.

The expected base salary range for this position is $90K - $100K + OTE variable. This position is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.